UBS senior portfolio manger Jason Katz discusses the current market strength after the U.S.-Iran deal, the Fed’s data-dependent future and falling oil prices on ‘Maria Bartiromo’s Wall Street.’
UBS senior portfolio manger Jason Katz unpacks the week’s market rally, highlighting technology’s role and optimism around a potential U.S.-Iran deal. He evaluates the Federal Reserve’s data-dependent approach amid falling oil prices and discusses the record $7.9 trillion in money market funds. Katz identifies key investment opportunities in industrials and consumer discretionary sectors, anticipating upcoming tech IPOs.
Read the full article here