
UBS Mid-Year Outlook 2023
Join us at UBS Mid-Year Outlook 2023 as we share actionable insights for the second half of 2023 and beyond.
Tipping points
Tipping points
Global financial markets are at a critical mid-year juncture. The Federal Reserve’s tightening cycle has likely reached its peak, China’s post-reopening recovery is well underway, and Europe appears to have avoided a sharp contraction to date.
But inflation remains a challenge and the sudden turbulence in the global banking system demonstrates that higher interest rates are having unintended consequences. Geopolitical tensions also continue to run hot.