Top of the Morning: CIO Strategy Snapshot - What’s next for rate cuts?

UBS On-Air: Market Moves
22/09/2025 16 min

Listen "Top of the Morning: CIO Strategy Snapshot - What’s next for rate cuts?"

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Episode Synopsis

Jason drops by the studio to reflect on last week’s FOMC rate decision and market response. We then discuss expectations for rate cuts through the balance of the year, and into 2026. Plus, how and why the Fed funds rate will matter to markets from here, along with a review of CIO’s latest asset allocation recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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