Top of the Morning: CIO Strategy Snapshot - Festive not frothy, yet
UBS On-Air: Market Moves · Podcast owner
December 2, 202420m 24s
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Show Notes
Are the markets getting too frothy, and have investors become too exuberant? Jason weighs these concerns, along with takes inventory of tariffs being considered by the incoming US administration, along with the potential market impact of them. We also preview a busy week ahead for US labor market data, and Fed speakers. Plus, thoughts on how to position for the current environment. Featured is Jason Draho, Head of Asset Allocation, UBS Chief Investment Office. Host: Daniel Cassidy