Top of the Morning: State of the US Consumer

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

Our conversation focuses on the health of the US consumer as we dive into the recent US Consumer Discretionary sector launch by the UBS Chief Investment Office. We discuss an outlook for the sector, the risks to be mindful of and how to think about positioning within. Featured is Sunny Mehra, Consumer Discretionary Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy