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UBS On-Air: Market Moves

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 40)

11 Jul 2025

Description

On this week’s episode of Viewpoints, Burkhard weighs whether investors are entering the summer season with a sense of complacency as markets hover near all-time highs despite persisting uncertainty. We also touch on the prospects for Fed rate cuts in the coming months and the implications of the implementation of “curve control” to investors and global markets.

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