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UBS On-Air: Market Moves

Top of the Morning: CIO Strategy Snapshot - Vibe check

06 Feb 2024

Description

In this week’s episode, Jason explains why the US economy’s ‘vibecession’ appears to be over and a ‘vibespansion’ has begun. We also discuss the road ahead for monetary policy and portfolio positioning. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Shiavon Chatman

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