Top of the Morning: CIO Strategy Snapshot - Reacting, fast and slow
UBS On-Air: Market Moves · Podcast owner
November 11, 202419m 16s
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Show Notes
In the wake of the US election outcome, Jason breaks down what a second Trump term means for the markets, the US economy, and monetary policy. Plus, thoughts on the recent market momentum, and whether it can last, along with a look at CIO’s investment outlook and positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy