Episode 30: Q1'25 CEO Macro Briefing - A ‘Roaring’ Economy Amid Uncertainty
Update: 2025-02-27
Description
As 2025 unfolds, what kind of economy is inheriting Trump 2.0? In this special episode featuring Paul Hsiao, UBS Asset Allocation Strategist, we dive into the latest Q1 2025 CEO Macro Briefing Book from the UBS Chief Investment Office, providing business owners with a high-level assessment of economic conditions, policy shifts, and market dynamics. With a resilient labor market, accommodative monetary policy, and strong consumer-driven growth, the economy appears robust. But mounting deficit concerns, policy uncertainty, and geopolitical risks create a more complex outlook. Will dealmaking accelerate in 2025? Is AI optimism overblown? And how should business leaders navigate these shifting tides?
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