Top of the Morning: CIO Strategy Snapshot - Better Than Expected, Eh?
UBS On-Air: Market Moves · Podcast owner
January 27, 202521m 21s
Audio is streamed directly from the publisher (ubs.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Despite markets reacting favorably to week one of Trump 2.0, Jason explains why expectations should be managed when it comes to market price action. We also preview this week’s round of Q4 earnings, along with the FOMC meeting. Plus, thoughts on developments surrounding DeepSeek, and the impact to the US Technology Sector. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy