Episode

Market Rotation and Fed Decisions

Podcast

KWM Market Minute

Published

Jun 8, 2026

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https://www.ubs.com/content/dam/assets/wma/us/shared/podcasts/katz/market-rotation.mp3

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https://www.ubs.com/content/dam/assets/wma/us/shared/podcasts/katz/market-rotation.mp3

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/v1/public/podcasts/kwm-market-minute-7621832/episodes/market-rotation-and-fed-decisions

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Summary

Jason discusses whether he believes the rally will hold and how the Fed remains the wild card.