Tariffs: Markets Don't Price in Inflation Risk, UBS CEO Sergio Ermotti Says
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UBS CEO Sergio Ermotti discusses the potential inflationary impact of trade tariffs, noting that while some effects are priced in, not all negative outcomes are accounted for. He also talks about UBS's outlook and the integration of Credit Suisse.
February 04, 2025 | 9:45 am
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NEUTRAL IMPACT
UBS CEO Sergio Ermotti highlights that markets may not fully account for inflation risks from trade tariffs, which could impact UBS's operations and stock price.
The CEO's comments suggest potential risks that are not fully priced in, which could affect UBS's stock. However, the direct impact on UBS is not clear, leading to a neutral short-term score.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80