Top of the Morning: CEO Macro Briefing Book - Q2 update

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

Episode metadata supplied by the publisher feed · Published May 12, 2026

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Top of the Morning: CEO Macro Briefing Book - Q2 update

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