ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Top of the Morning: CIO Strategy Snapshot - Data backlog"
Episode Synopsis
As the U.S. government nears reopening, Jason outlines the terms of the deal, though more importantly, explains when investors can expect to get new economic data. We also discuss the health of the U.S. labor market and what private sector data has suggested in recent weeks. Plus, thoughts on recent market price action, and a review of CIO’s current portfolio positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
More episodes of the podcast UBS On-Air: Market Moves
Across the Pond: Bubble fears meet FOMO
07/11/2025
In God we trust