Top of the Morning: CIO Strategy Snapshot - Digesting the data and policy
UBS On-Air: Market Moves · Podcast owner
February 18, 202520m 25s
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Show Notes
Jason drops by the 1285 studio to share his assessment of recent economic data, including on inflation and retail sales. We also take inventory of recent policy developments out of Washington DC, spanning DOGE to tariffs, to Congressional budget negotiations. Plus, thoughts on overall market activity, and a look at positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy