cover of episode Top of the Morning: CIO Strategy Snapshot - The 6% economy

Top of the Morning: CIO Strategy Snapshot - The 6% economy

2024/4/22
logo of podcast UBS On-Air: Market Moves

UBS On-Air: Market Moves

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Shownotes Transcript

The markets have been faced in recent weeks with notable economic data releases, updated views on the Fed’s course for monetary policy, rising geopolitical concerns, and Q1 corporate reporting. Jason Draho addresses all of these factors and how they’re impacting markets, and shares guidance when it comes to positioning your portfolio. Plus, Jason weighs in as to whether the US economy has already “landed”. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy