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Prior to the geopolitical crisis, on February 27th, the UBS CIO outlook was for 2.5% growth and declining inflation, with the Fed expected to cut rates a couple times, creating a constructive environment for risk assets.

factualpending

Speaker

Jason Draho

Evidence Quote

“back on February 27th, the Friday before? What was our outlook? Our outlook then was you know, growth this year of let's say 2 and 1/2% and inflation would come down. The Fed's going to cut a couple of times. [5:10]”

Source

Jeffrey Sherman and Jason Draho: How Should I Be Positioned? | UBS On-Air— DoubleLine Capital
Created: 8/12/2026, 10:36:49 PM

My Notes

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