Which word is shaping up to be the ‘finance word of the year? My guest explains the case for both as we have hit the mid-point for 2023, as well as previews what will be an eventful week ahead that includes May inflation data and a critical FOMC policy decision. We outline how the course for monetary policy might evolve from here and offer some guidance around portfolio positioning for the current environment. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy