Signal over Noise: What the Fed transition means for the ...

What this episode covers

The end of Jerome Powell’s term as Fed chair brings a shift in US monetary policy, with a divided committee and new leadership on the horizon. We break down what the Fed transition means for interest rates, the outlook for further cuts, and how incoming chair Warsh’s views on AI, the Fed’s balance sheet, and inflation targets could shape fixed income markets. Tune in at the start of the trading week for this regular market outlook from Ulrike Hoffmann-Burchardi, Chief Investment Officer Americas and Global Head of Equities.

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Frequently Asked Questions

How long is this episode of UBS On-Air: Market Moves?

This episode is 5 minutes long.

When was this UBS On-Air: Market Moves episode published?

This episode was published on May 4, 2026.

What is this episode about?

The end of Jerome Powell’s term as Fed chair brings a shift in US monetary policy, with a divided committee and new leadership on the horizon. We break down what the Fed transition means for interest rates, the outlook for further cuts, and how...

Can I download this UBS On-Air: Market Moves episode?

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