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Top of the Morning: CIO Strategy Snapshot - Better Than Expected, Eh?
Published 11 months, 3 weeks ago
Description
Despite markets reacting favorably to week one of Trump 2.0, Jason explains why expectations should be managed when it comes to market price action. We also preview this week’s round of Q4 earnings, along with the FOMC meeting. Plus, thoughts on developments surrounding DeepSeek, and the impact to the US Technology Sector. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy