Top of the Morning: US Financials - Sector update & outlook
UBS On-Air: Market Moves · Podcast owner
October 9, 20259m 10s
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Show Notes
We cover a range of sector-related topics, spanning concerns over subprime consumer credit and private credit, a preview of the upcoming Q3 earnings season for financials, sector positioning, and YTD performance across sub-sectors. Featured is Jeff Harwood, CIO Financials Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy