UBS On-Air: Market Moves Top of the Morning: CIO Strategy Snapshot - Macro plus Micro Markets
May 13, 2024
Jason Draho, Head of Asset Allocation Americas at UBS, discusses the impact of macro and micro factors on market performance, including inflation data trends and equity market influences. The podcast explores portfolio positioning strategies based on economic outlook and market signals, along with expectations for Q1 earnings.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 5min
Insightful Analysis on Anticipated Inflation Data Trends and Market Impact
04:39 • 4min
Analysis of Macro and Micro Markets Driving Equities
08:19 • 5min
Portfolio Positioning Based on Economic Outlook and Market Signals
13:11 • 3min
Market Expectations and Q1 Earnings Preview
15:52 • 2min