Top of the Morning: CIO Strategy Snapshot - The 5% landing (UBS House View)
UBS On-Air: Market Moves · Podcast owner
October 21, 202420m 1s
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Show Notes
As talk of a “no landing” scenario for the US economy has reemerged, Jason weighs whether the US economy has already landed, though with a 5% nominal growth rate. We also discuss CIO’s recent upgrade of equities to “attractive” and outline additional asset class views per the latest UBS House View. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy