Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 29)
UBS On-Air: Market Moves · Podcast owner
March 20, 202510m 31s
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Show Notes
On this week’s episode of Viewpoints, Burkhard reflects on this week’s flurry of central bank activity, and what it means for the “big rotation” in global markets that we’ve been discussing in recent weeks. This includes thoughts on Wednesday’s press conference from Fed Chair Jerome Powell where he used the word “uncertainty” 16 times. We also spend time outlining the investment case for India by answering the question “why now?”.