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Top of the Morning: CIO Strategy Snapshot - MAGA v DOGE
Published 1 year ago
Description
Our first episode of the year kicks off with an assessment of market activity over the past few weeks, and what to expect from markets over the near-term. We also spend time outlining expectations for Fed rate cuts in 2025, and with President-elect Trump’s inauguration only two weeks away, consider whether economic policies in Trump 2.0 will be more MAGA or DOGE. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy