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Top of the Morning: CEO Macro Briefing Book - Themes for 2H25

Top of the Morning: CEO Macro Briefing Book - Themes for 2H25

UBS On-Air: Market Moves · Podcast owner

August 6, 20259m 18s

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Show Notes

Paul drops by the studio to outline the key themes that business owners should be mindful of throughout 2H25. We also cover the evolving macroeconomic environment, and discuss what a lower rate environment could mean for business owners. Featured is Paul Hsiao, Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy