Top of the Morning: CIO Strategy Snapshot - Supply-side economics

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Recorded18 Nov 2024

Publishersecure.ubs.com

Handlerec:4543272

Show notes

As we await President-elect Trump’s personnel selections to carry out US economic policy, Jason examines the mix of known intended supply-side fiscal policies of the incoming administration. We also touch on the implications of potential fiscal policy to the course of monetary policy, along with assess the integrity of the “Trump trade” following recent indications of cracks. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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