Top of the Morning: CIO Strategy Snapshot - L...

How much longer will uncertainty last, and where might it all settle? Burkhard weighs in as investors continue to navigate everything from policy pivots to Fed independence to inflation, and much more. Plus, thoughts on how investors should react to a market recovery (or a deeper ...  Show more

Our series of year ahead conversations continues as we focus on an outlook for equities and where opportunity can be found. Featured is David Lefkowitz, Head of Equities Americas, UBS Chief Investment Office. Host: Daniel Cassidy 

The Federal Reserve's preferred inflation gauge, the Personal Consumption Expenditures index, showed on Friday that prices increased in August, rising 0.3%, and the annual rate moved up to 2.7%. This data from the Commerce Department comes as the Federal Reserve tries to navigate ...  Show more

Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury markets (4:20). Airlines earnings, sector signs (5:10). Netflix reporting; valuation concerns (7:12). Stocks continuing overall melt up (8:00).Show links: Wall Steet moves higher aft ...  Show more

A check in on the housing market, as builder sentiment drops to a 5-month low. The concerns they have over looming tariffs, and the latest results out of one of the top players in the space. Plus Pharma in focus, as the country’s health agencies deal with funding cuts and pers ...

Yesterday brought a mixed set of signals across global markets. We saw unexpected optimism from Germany, developments on the US–China trade front, stronger-than-expected US retail sales figures, and mounting anticipation ahead of the Federal Reserve’s interest rate decision. Equi ...  Show more