Jason rejoins the podcast to share his take on recent economic data and what it means for the timing of Fed rate cuts in the months ahead. We also spend time discussing current investor sentiment, along with equity valuations, Q2 earnings, and the political landscape. Plus, what this all means for your portfolio, and how to think about positioning accordingly. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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