Macro picture in U.S. is turning and things will be brighter, says UBS' Ulrike Hoffman Burchardi

Joining us now for more is Olria Hoffman, Bchardi, CIO of America's and global head of equities at UBS Global Wealth Management. It's great to see you, Olri. >> Great to be here.>> Talk to me a little bit about your thesis about what is the momentum behind the stocks on this tear and what fuels it higher. Yeah, we have been selectively bullish before in the US, especially around technology and artificial intelligence, but now we think the macro picture is turning and things are going to be brighter on the h ...