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UBS On-Air: Market Moves

Across the Pond: Trump’s next truce?

30 Jan 2025

Description

The returning US president has already helped broker a ceasefire between Israel and Hamas. He is now attempting to do the same for Russia and Ukraine. But what kind of deal looks likely and what would this mean for Europe’s economy and markets? Finally, which equity sectors could benefit most from peace? Featured in this episode is Themis Themistocleous, CIO for EMEA, alongside co-hosts Christopher Swann and Belinda Peeters.

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