Top of the Morning: CIO Strategy Snapshot - Macro thoughts
UBS On-Air: Market Moves · Podcast owner
August 11, 202519m 3s
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Show Notes
As markets continue to shrug off risk factors, Jason shares thoughts on the current environment and how to position within. We discuss the week’s notable macro data releases, spanning inflation readings to retail sales, the potential policy impacts of recent Fed personnel changes, along with share an outlook for gold. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy