
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
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

UBS On-Air: Paul Donovan Daily Audio 'Revisions, resilience, and affordability'

Signal over Noise: The 1999 analogue through the fixed income lens

Across the Pond: Is wealth reshaping the housing market?

UBS On-Air: Paul Donovan Daily Audio 'The labor market anomaly'
Free AI-powered recaps of UBS On-Air: Market Moves and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.