Top of the Morning: CIO Strategy Snapshot - Back to school

Join Jason Draho, Head of Asset Allocation Americas at UBS, as he dives into the current state of the US economy and the intricacies of recent market performance. He discusses the mixed signals from August's payroll report and what it means for potential recessions. The conversation also highlights anticipated Fed rate cuts and their impact on investor sentiment, particularly in the tech and AI sectors. Finally, Jason shares valuable strategies for navigating investment risks in this uncertain economic climate.