Top of the Morning: CIO Strategy Snapshot - Data backlog

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Recorded11 Nov 2025

Publishersecure.ubs.com

Handlerec:4542316

Show notes

As the U.S. government nears reopening, Jason outlines the terms of the deal, though more importantly, explains when investors can expect to get new economic data. We also discuss the health of the U.S. labor market and what private sector data has suggested in recent weeks. Plus, thoughts on recent market price action, and a review of CIO’s current portfolio positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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