Global Economic Shockwave Alert! UBS July 7th Latest Report: Nine Core Issues Comprehensive Analysis

UBS latest research addresses ten toughest investor questions amid economic upheaval. Core data reveals crisis: global growth tracking plunges to 1.3% annualized (8th percentile historically), US tariff burden hits 1.5% GDP, USD hedging demand surge could unleash $1.25 trillion selling pressure. Nine issues analyzed: tariff shock fragments global growth, USD selloff shows new characteristics, inflation data lags for four reasons, exporters fail to absorb tariff costs, US fiscal outlook raises yield concerns, April capital outflows hit $50.6 billion, European equities 25% cheaper than US, OBBBA bill provides 45bp GDP boost short-term, central bank policies diverge. Key forecasts: core CPI significant rise expected in July data, Fed faces inflation-employment dual mandate dilemma, ECB dovish pivot evident.