2025/6 Global Outlook - Part One: The Key Economics Calls
Update: 2025-01-09
Description
In this first of two podcasts, we lay out the key economics calls from our recently published Outlook. Stay tuned for part two of this series where we discuss the main market calls. Hosted by Bhanu Baweja, Chief Strategist with Arend Kapteyn, Head of Economics & Strategy Research.
(01:06 ) Key economics calls: which regions are improving and which regions aren’t?
(03:35 ) Why our calls are below consensus
(4:32 ) Tariffs assumptions, growth and inflation
(08:45 ) US rates
(11:07 ) China
(12:10 ) What risks could give us better outcomes?
*(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
(01:06 ) Key economics calls: which regions are improving and which regions aren’t?
(03:35 ) Why our calls are below consensus
(4:32 ) Tariffs assumptions, growth and inflation
(08:45 ) US rates
(11:07 ) China
(12:10 ) What risks could give us better outcomes?
*(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
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