David Lefkowitz, Frederick Mellors and Kiran Ganesh of UBS discuss the durability of the AI investment cycle, the breadth and resilience of corporate earnings growth, and the path of inflation and monetary policy.

David Lefkowitz, Frederick Mellors and Kiran Ganesh of UBS discuss the durability of the AI investment cycle, the breadth and resilience of corporate earnings growth, and the path of inflation and monetary policy.

Delivering insights into the people, places and products shaping the financial week ahead. Hear from the finest minds and freshest thinkers as they take you beyond the numbers and the hype to get to the heart of the day’s big issues.

The Bulletin with UBS

The UBS house view on AI, earnings growth and inflation

Andrew Dubinsky and Leslie Falconio explain why the Fed is making more hawkish comments. Plus: stronger-than-expected jobs data and sticky inflation have raised expectations of two rate hikes this year.

Andrew Dubinsky and Leslie Falconio explain why the Fed is making more hawkish comments. Plus: stronger-than-expected jobs data and sticky inflation have raised expectations of two rate hikes this year.

What’s the Fed’s next move? 

We conclude our series on some of the thought leaders and innovators that UBS supports through its Global Visionaries programme by catching up with Tom Hall, who heads social impact and philanthropy at UBS.

We conclude our series on some of the thought leaders and innovators that UBS supports through its Global Visionaries programme by catching up with Tom Hall, who heads social impact and philanthropy at UBS.

Global Visionaries special: Tom Hall, head of social impact & philanthropy at UBS

UBS Global Visionary Mari Tikkanen leads Scope Impact’s work protecting health against a backdrop of climate change by strengthening systems, building community and improving resilience.

UBS Global Visionary Mari Tikkanen leads Scope Impact&rsquo;s work protecting health against a backdrop of climate change by strengthening systems, building community and improving resilience.

The UBS house view on AI, earnings growth and inflation

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