Top of the Morning: CIO Strategy Snapshot - Heatwave

With the US economy heating up, we examine the recent data and what it means for monetary policy, both near-term and in the months to come. We also touch on why the market appears to be lacking direction as of late and how to consider positioning your portfolio in light of the current macro environment. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy