We haven't seen the big inflation fears form from tariffs, says UBS' Alan Rechtschaffen
CNBC Televisionยท2025-09-04 15:49
Meanwhile, let's stick with the Fed and the path forward for rate cuts following ADP this morning showed a dramatic slowdown in private sector hiring during the month of August. Joining us here at Post9 this morning is UBS Global Wealth Senior Portfolio Manager Alan Rexoff. And Alan, welcome back.Good to have you. >> Carl, it's great to be here. Hi.>> Were you were you unnerved by ADP. >> Uh, you know, I think what you're seeing is that there is a focus now on employment and because of that, you're seeing 9 ...