Top of the Morning: CIO Strategy Snapshot - Supply-side economics
UBS On-Air: Market Moves · Podcast owner
November 18, 202417m 9s
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Show Notes
As we await President-elect Trump’s personnel selections to carry out US economic policy, Jason examines the mix of known intended supply-side fiscal policies of the incoming administration. We also touch on the implications of potential fiscal policy to the course of monetary policy, along with assess the integrity of the “Trump trade” following recent indications of cracks. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy