The CEO Macro Briefing Book

A quarterly check-up on the US macroeconomic environment, including consumer spending trends, the condition of the labor market, the road ahead for monetary policy, and the current landscape for deal-making. Featured is Paul Hsiao, Senior Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Paul Hsiao, Senior Asset Allocation Strategist Americas from the UBS Chief Investment Office, drops by to share highlights from the latest CEO Macro Briefing Book - Paul covers how the landscape for dealmaking and economic environment have evolved in recent months, touches on how business owners should think about the upcoming U.S. midterm elections, along with the road ahead for monetary policy. Plus, an assessment of how artificial intelligence in shaping and impacting economic activity. Host: Daniel Cassidy

Paul drops by to update on dealmaking trends and momentum in 2026, along with a look at the impact artificial intelligence is having on the dealmaking landscape. Featured is Paul Hsiao, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

As 2026 quickly approaches, Paul drops by to discuss what small business owners should know about the policy and macro environment heading into the new year.  Plus, a look at considerations when it comes to the potential impacts of Artificial Intelligence to the business environment, and how the dealmaking landscape could further evolve.  Featured is Paul Hsiao, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy