Episode

Fed Communication and UBS Targets

Podcast: KWM Market Minute
Published: Aug 31, 2026
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Canonical source: https://www.ubs.com/content/dam/assets/wma/us/shared/podcasts/katz/fed-communication-and-ubs-targets.mp3
Audio: https://www.ubs.com/content/dam/assets/wma/us/shared/podcasts/katz/fed-communication-and-ubs-targets.mp3
JSON: /v1/public/podcasts/kwm-market-minute-7621832/episodes/fed-communication-and-ubs-targets
Markdown: /podcast/kwm-market-minute-7621832/fed-communication-and-ubs-targets.md

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Summary

Today, Jason and Jordan discuss how Kevin Warsh's decision to say less may actually be saying more, especially after years of Fed overcommunication. They also break down UBS's S&P 500 targets for this year and next year, along with the market outlook behind those forecasts.