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UBS On-Air: Market Moves

UBS On-Air: Paul Donovan Daily Audio 'Market wobbles and economic stability'

Dienstag, 20. Oktober 2026 · 6 min

MP3

Shownotes

AI concerns weakened Asian equity markets, after a data centre’s market launch performed poorly. The fact that one company had such a broad reaction might indicate a degree of investor nervousness. Economists are less concerned—economic wealth effects from the AI story seem modest, and a slowing of real world AI investment might benefit other sectors of the economy.

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