Top of the Morning: UBS CEO Macro Briefing Book - Quarterly update

Jason Draho, the Head of Asset Allocation Americas at UBS, and Paul Hsiao, Asset Allocation Strategist Americas, dive into the evolving macroeconomic landscape and its effects on business outlook. They discuss concerns about growth replacing inflation fears, foresee potential interest rate cuts, and analyze the implications of the 2024 election cycle for business owners. The duo also explores the shifting dynamics in mergers and acquisitions, hinting at a resurgence in M&A activity as market conditions improve.