UBS On-Air: Market Moves

Join Evan Brown, Head of Multi-Asset Strategy and Portfolio Manager, for an assessment of the current macro and market environment. Hosted by Marc Whitman, Multi-Asset Specialist. Recorded on 26.04.01

An Israeli-Lebanon ceasefire has been agreed, lessening the risks to a wider peace settlement in the region. US President Trump asserted (without offering evidence) that a peace deal with Iran is looking “very good” and Iran was agreeing to US terms. Markets have been unwilling to price in that assertion in the absence of confirmation from alternative sources.

Mike Lippert is a Vice President, Portfolio Manager, and serves as the Head of Technology Research at Baron Capital. Listen to a wide-ranging conversation with Bryan Contreras and Dan Cassidy from UBS Studios about how this quickly evolving technology is challenging the SaaS business model, the growing capabilities of AI agents, where opportunity exists today for AI-investment, and more.

On this episode of Viewpoints, Burkhard reflects on the evolution of the ongoing U.S.-Iran War, and what equity markets and bond yields have been signaling about investor sentiment. Plus, thoughts on the impacts of higher oil, gas, and fertilizer prices to consumer inflation, and how central banks might respond.

US President Trump vowed to continue investigating the Federal Reserve, and possibly fire Fed Chair Powell. Fed Chair nominee Warsh’s confirmation continues to be blocked by Senator Tillis. Markets do not appear willing to price an end to Fed independence, but given the differences in their reputations within the Fed, Powell might find it easier than Warsh to get rate cuts.