UBS On-Air: Paul Donovan Daily Audio 'Taxing via tariffs'
UBS On-Air: Market Moves - Een podcast door Client Strategy Office
US President-elect Trump gave a wide ranging interview, touching on several points that matter to investors. Trump seemed to acknowledge the independence of the Federal Reserve (the chair cannot be dismissed on presidential whim). This will reassure markets. Investors may, however, be concerned by the determination to deport migrants established in the US economy.
