UBS On-Air: Market Moves

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 68)

July 29, 2026·10 min
Episode Description from the Publisher

Burkhard drops by to share his thoughts on the pattern with oil prices and the US-Iran conflict, how this week’s FOMC meeting outcome could set the tone for market direction in the second-half of the year, and whether the investor rotation in equities has further room to run.

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