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Top of the Morning: CIO Strategy Snapshot - Labor data, Trade update, DC roundup
Published 7 months, 1 week ago
Description
Jason rejoins in-studio to weigh in on a variety of factors that have (or have the potential to) move markets, including last week’s labor market data, and this week’s round of trade talks between the US and China. Plus, thoughts on the impact on the Trump-Musk split to the progression of Trump 2.0 economic policies, along with guidance when it comes to positioning for the current environment. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy