Top of the Morning: US macro: FAQs to forecasts - AI adoption, Consumption, & Rates
About this episode
Andrew Dubinsky discusses his monthly report on the US economy, focusing on AI effects, tax cuts, and Federal Reserve rate cuts.
Andrew Dubinsky, Senior US Economist, joins to highlight his new monthly report US macro: FAQs to forecasts - 10 frequently asked questions as it relates to the US economy. This month we discuss where AI effects are showing up in labor data, the status of the One Big Beautiful Bill Act tax cuts, and what the Fed is watching for that could set up further rate cuts. Host: Daniel Cassidy
People in this episode
Host: Daniel Cassidy
Guest: Andrew Dubinsky
Mentioned in this episode
Organizations: US macro: FAQs to forecasts, One Big Beautiful Bill Act, Fed
More episodes of UBS On-Air: Market Moves
- Top of the Morning: How to manage a 401(k) left at a former employer
- UBS On-Air: Paul Donovan Daily Audio 'Firing amidst a ceasefire'
- Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 63)
- Top of the Morning: Emerging market equities - New drivers, new risks, and what to watch next
- UBS On-Air: Paul Donovan Daily Audio 'Markets still want to believe'
- Top of the Morning: Are emerging markets becoming less volatile than developed markets?
Explore listener stats, chart rankings, contacts and more on the UBS On-Air: Market Moves podcast page.