Kevin Warsh & UBS

Kevin Warsh: Kevin Warsh, the new Chair of the United States — Federal Reserve, is known for his hawkish stance on interest rates and has emphasized the threat of elevated inflation, which is a direct consequence of the Iran war.

UBS: UBS's head of Europepean equity strategy noted negative revisions for consumer-facing sectors in Europepe due to the war.

Kevin Warsh: Kevin Warsh, the new United States — Federal Reserve Chair, is scheduled to address the European Union — European Central Bank's meeting, with his focus on inflation prompting expectations of a rate hike.

UBS: UBS analyst Giovanni Staunovo commented on the oil market's risk premium and supply.

Kevin Warsh: Under new United States — Federal Reserve Chair Kevin Warsh, hawkish rate repricing contributed to investor concerns about debt-funded AI capital expenditure.

UBS: UBS's call on Micron's upside potential validated the structural thesis for AI demand, contributing to a semiconductor rally.