We take a pulse on the Fed, Q2 corporate earnings, and recent economic data, and how these factors have been reflected in recent market performance. On this podcast we discuss how market conditions might evolve from here. (UBS) We also discuss how conditions might evolve from here, including the risks that could dampen expectations for a ‘soft landing’ to be achieved. Featured is Jason Draho , Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy Top of the Morning: CIO Strategy Snapshot – Where to from here (for the markets)?
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