2025/6 Global Outlook - Part Two: The Key Market Calls

In this second of two podcasts, we lay out the key market calls from our recently published Outlook. See part one for the main economic calls. (01:00) Equity market outlook (02:55) Fed action (5:32) How does the US equity market rank vs other markets? (08:00) Could there be periods where Europe outperforms the US? (08:16) Bond market outlook (08:16) (08:16) Currency market outlook (12:56) What would surprise you next year? *(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).