Top of the Morning: CIO Strategy Snapshot - What risks?
UBS On-Air: Market Moves · Podcast owner
December 9, 202416m 43s
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Show Notes
Despite the emergence of growing global political risks in recent days and weeks, markets and investors appear to be unfazed - Jason offers thoughts as to why that’s the case. We also reflect on the November employment report, and what the state of the US labor market today might mean for monetary policy near-term. Plus, a look at CIO’s current market outlook and positioning views. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy