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Apr 2023
14m 37s

Top of the Morning: CIO Strategy Snapsho...

CLIENT STRATEGY OFFICE
About this episode
With 1Q23 behind us, we reflect on the drivers behind quarterly market performance and how unexpected events have impacted CIO’s market outlook for the balance of the year. We also touch on why the outlook for growth, inflation, and monetary policy is slow burn lower on all fronts, rather than a quick sharp change. Featured is Jason Draho, Head of Asset Al ... Show More
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Today
Top of the Morning: CIO Strategy Snapshot - Jackson Hole takeaways
Jason reflects on last week’s Jackson Hole Symposium, and speech delivered by Fed Chair Powell - we discuss what the speech suggests about the road ahead for monetary policy, and the market response. Plus, thoughts on overall market pricing as of late, and what investors have bee ... Show More
16m 31s
Today
UBS On-Air: Paul Donovan Daily Audio 'Scapegoating the Federal Reserve'
US President Trump issued a letter purporting to fire Federal Reserve Governor Cook—an unprecedented action. After recent comments, investors will inevitably view this as an assault on Fed independence. There are obstacles—Trump already appointed a majority of Fed governors, with ... Show More
3 m
Yesterday
UBS On-Air: Paul Donovan Daily Audio 'A standard Powell speech'
Federal Reserve Chair Powell’s speech at Jackson Hole last week was classic Powell. That is not a terribly good thing. Powell signaled an increased probability of a September rate cut to counter the damage of trade taxes on the US economy. Markets liked that. But this was essenti ... Show More
2m 26s
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