Top of the Morning: POTUS 47 - Has the worst of the tariff threat passed?

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Recorded08 Jun 2025

Publishersecure.ubs.com

Handlerec:4542685

Show notes

Kurt rejoins the conversation in studio to reflect on the latest developments surrounding US trade policy, along with how markets have reacted - plus, thoughts on how trade negotiations (most notably with China) may evolve in the weeks and months ahead. We also discuss investor concern stemming from the US fiscal outlook, and the path forward for the US budgetary situation. Featured is Kurt Reiman, Head of Fixed Income Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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