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  • Business
  • Episode 622
  • 07 Sep 2026
  • 22 min

The UBS house view on AI, earnings growth and inflation

Credit: Sameer Al-Doumy/AFP via Getty Images

Sponsored by UBS Logo

  • The Bulletin with UBS
  • Business
  • Episode 622
  • 22 min

David Lefkowitz, Frederick Mellors and Kiran Ganesh of UBS discuss the durability of the AI investment cycle, the breadth and resilience of corporate earnings growth, and the path of inflation and monetary policy.

Host
  • Tom Edwards

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