Top of the Morning: Fixed Income Strategist - Almost ample

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Recorded29 Oct 2025

Publishersecure.ubs.com

Handlerec:4542345

Show notes

Leslie and John stop by on Fed Day for an update on fixed income markets, positioning views, and an outlook for monetary policy. We also examine the current state of funding markets and how they relate to quantitate tightening (QT). Featured is Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, & John Murtagh, Fixed Income Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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