Top of the Morning: CIO Strategy Snapshot - Data concerns of a different sort
UBS On-Air: Market Moves · Podcast owner
August 18, 202518m 18s
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Show Notes
Jason drops by to reflect on the recent July inflation prints and what the data suggests about the inflationary environment in the US. We also address concerns about potential political interference in producing economic data, preview Chair Jay Powell’s speech at Jackson Hole, and review CIO’s investment recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy