EPISODE · Jul 13, 2026 · 17 MIN
Top of the Morning: CIO Strategy Snapshot - Summer check-up
Jason rejoins to weigh in on recent market activity and drivers, spanning geopolitics, to the Fed, to macro data. Plus, thoughts on this week’s key inflation data, Congressional testimony from Fed Chair Kevin Warsh, the beginning of the Q2 corporate earnings season, and more. We end with guidance around portfolio positioning in consideration of all these factors. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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Top of the Morning: CIO Strategy Snapshot - Summer check-up
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