Top of the Morning: CIO Strategy Snapshot - What Exactly is Trumponomics?
UBS On-Air: Market Moves · Podcast owner
April 14, 202518m 35s
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Show Notes
As investor uncertainty persists over the direction of US trade policy, Jason applies some definition to “Trumponomics”, along with explains the equity and bond market response to recent tariff developments. Plus, a preview of busy week ahead which includes numerous Q1 corporate earnings results, retail sales data - and of course - likely further news on tariffs. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy