Top of the Morning: Geopolitical update, Energy prices, & Market implications
UBS On-Air: Market Moves · Podcast owner
March 2, 202617m 21s
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Show Notes
Following this weekend’s developments in the Middle East (still ongoing), Shane Lieberman, Senior Governmental Affairs Advisor, Jay Dobson, Energy and Utilities Equity Strategist Americas, & Kurt Reiman, Head of Fixed Income Americas, outline what has taken place, how the days and weeks ahead may unfold, and how global markets are responding. We also touch on how markets historically respond during periods of global conflict, the implications of this conflict to energy supply-chain and prices, along with portfolio positioning guidance from the UBS Chief Investment Office. Host: Daniel Cassidy