Top of the Morning: CIO Strategy Snapshot - UBS House View

UBS On-Air: Market Moves - A podcast by Client Strategy Office

We outline the latest near-to-medium term market and macro-outlook from the UBS Chief Investment Office, along with the investment case for equities over the next year and the latest Messages in Focus. We also preview this week’s inflation data and discuss whether the Fed and investors will look through potentially hot Q4 inflation data on the expectation for cooler times ahead. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy