Top of the Morning: CEO Macro Briefing Book - 4Q25 update

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UBS On-Air: Market Moves not yet transcribed

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Recorded03 Nov 2025

Publishersecure.ubs.com

Handlerec:4542335

Show notes

Paul drops by the studio for an assessment of the market and macroeconomic environment as we make our way through 4Q25. We focus in on the upward momentum in U.S. equity market and equity valuations, along with potential implications of D.C. policy developments to small business owners. Featured is Paul Hsiao, Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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