Top of the Morning: CIO Strategy Snapshot - Macro thoughts

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Recorded11 Mar 2024

Publishersecure.ubs.com

Handlerec:4544183

Show notes

We begin the trading week by recapping last week’s macro developments, including the latest US jobs report, and Fed Chairman Jerome Powell’s semi-annual testimony to Congress. We also preview this week’s inflation data and discuss the potential implications to the course for monetary policy and markets. Plus, we share current views when it comes to positioning. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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