Podcast: UBS Strategy Snapshot - Into the second half

Markets, Podcast Podcast: UBS Strategy Snapshot - Into the second half

We explain why hopes of a soft landing for the US economy are on the rise and the risks to be mindful of as we make our way through the second half of the year.

by UBS Editorial Team 26 Jul 2023

Here we outline the latest positioning guidance from the UBS Chief Investment Office. (UBS)

We also assess how the Fed might be interpreting recent rounds of economic data and what that might mean for monetary policy from here, along with outline the latest positioning guidance from the UBS Chief Investment Office. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy.

Listen to the full Top of the Morning: ‘CIO Strategy Snapshot - Into the second half (UBS House View)’
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Markets, Podcast Podcast: UBS Strategy Snapshot - Into the second half

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