Top of the Morning: CIO Strategy Snapshot - Policy put or policy error
UBS On-Air: Market Moves · Podcast owner
February 24, 202519m 50s
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Show Notes
Jason weighs whether the main macroeconomic debate in 2025 relevant for the markets may be whether a Trump policy put is more or less likely than a policy error. We also reflect on Friday’s notable selloff across US equity markets, and recap Germany’s election results. Plus, a look at CIO’s near-term market outlook, and positioning views. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy