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Mar 2024
15m 46s

Top of the Morning: CIO Strategy Snapsho...

CLIENT STRATEGY OFFICE
About this episode
With the next FOMC meeting a day away, Jason Draho speaks to how the Fed might interpret recent economic data, and how the data may influence the Fed’s policy decision making. We also discuss an investment outlook, and positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy 
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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
Yesterday
Ahead of the curve with Ulrike Hoffmann-Burchardi
Tune in every Monday morning ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on the most important market drivers in the week ahead, along with opportunities beyond the consensus. This ... Show More
5m 21s
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