UBS On-Air: Paul Donovan Daily Audio 'When economics takes over'
UBS On-Air: Market Moves · Podcast owner
March 11, 20252m 10s
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Show Notes
Equity markets are not just about economics (equity analysts do not always listen to economists). However, shifting perceptions of economic risk seem to be behind recent US equity market moves. 2025 started with solid economic foundations in the US and other developed economies.