The pulse of markets
Highlights from the 2024 UBS European Conference
Over two days, policy makers, industry experts and UBS thought leaders explored the pulse of markets: the pivotal themes and events shaping the investment landscape over the past 12 months, as well as the outlook for 2025.
Conversations and debates were dominated by the recent US election and the impact on trade, tariffs and policy. Central bankers from the US and UK examined the factors determining the pace and endpoint of Central Bank easing cycles, and our panelists unpacked the state of the UK, Europe and Japan.
Over two days, policy makers, industry experts and UBS thought leaders explored the pulse of markets: the pivotal themes and events shaping the investment landscape over the past 12 months, as well as the outlook for 2025.
Conversations and debates were dominated by the recent US election and the impact on trade, tariffs and policy. Central bankers from the US and UK examined the factors determining the pace and endpoint of Central Bank easing cycles, and our panelists unpacked the state of the UK, Europe and Japan.
Reversing the great global tightening – how far and how fast?
We examined the factors determining the pace and endpoint of Central Bank easing cycles, and what distinguishes the post-pandemic state from the pre-pandemic one.
How AI is shaping our future world
Our panel of thought leaders examined the interconnectivity of new technology and how AI will continue to shape our world.
Japan – prospects for monetary and fiscal normalization
In this session we address how quickly the Bank of Japan can hike rates, reduce the size of its balance sheet, and assess its progress with fiscal consolidation.
The UK – cruel summer or Cool Britannia?
The panel examined the state of the UK economy and the building blocks required to make UK public and private markets world-leading again.
The US post-election outlook
Our panel of experts unpacked the implications of a consequential election and what it means for US policy and the economic outlook.
Electric revolution: what it would take to make Europe 100% electric
Europe is the global region most-focused on decarbonization and the energy transition. We discussed the innovation, government policy changes and what this means for consumers.
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Tune in to our episodes for insights on the topics that matter from our global economics, strategy and industry thought leaders at UBS.
Tune in to our episodes for insights on the topics that matter from our global economics, strategy and industry thought leaders at UBS.