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Jul 2024
17m 54s

Top of the Morning: CIO Strategy Snapsho...

CLIENT STRATEGY OFFICE
About this episode
Jason explains the factors that have been behind the notable market rotations over the past month, and for how much longer these moves may continue. We also preview a busy week ahead of Q2 earnings reports and macro data, including the July Jobs Report. Plus, provide thoughts around portfolio positioning. Featured is Jason Draho, Head of Asset Allocation ... Show More
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Today
UBS On-Air: Paul Donovan Daily Audio 'Policy discussion in a data vacuum'
French politicians have been doing politics. This week’s prime minister, Lecornu, has suggested that a majority of national assembly members favor seeking a compromise budget. The suggestion is less fiscal tightening than was originally proposed. French assets are likely to conti ... Show More
2m 44s
Yesterday
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 47)
On this week’s episode of Viewpoints, Burkhard acknowledges the third birthday of the current bull market and explains whether the bull has further room to run - assessing where are now and where we may be heading from here. 
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Yesterday
UBS On-Air: Paul Donovan Daily Audio 'How bouncy is the bounce back?'
Economists traditionally do not worry too much about the growth impact of US government shutdowns, as the short-term loss of economic output tends to be paid back with an economic bounce when government reopens. It is still a net negative—contractors are not compensated for lost ... Show More
2m 41s
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