UBS On-Air: Market Moves

Top of the Morning: CIO Strategy Snapshot - Wash, rinse, repeat

October 5, 2026·16 min
Episode Description from the Publisher

Investors and the Fed got a dose of relatively good economic data last week, yet interest rates rose again. Rising yields remains a dominant market story, however with a light calendar for economic data this week, and Q3 earnings season starting next week, macro might take a back seat in the near-term. Jason Draho, Head of Asset Allocation Americas from UBS Chief Investment Office, weighs in on the current environment and how to position accordingly. Host: Daniel Cassidy

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