Top of the Morning: ‘CIO Strategy Snapshot - Into the second half (UBS House View)’

We explain why hopes of a soft landing for the US economy are on the rise and the risks to be mindful of as we make our way through the second half of the year. We also assess how the Fed might be interpreting recent rounds of economic data and what that might mean for monetary policy from here, along with outline the latest positioning guidance from the Chief Investment Office. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy