
Top of the Morning: CEO Macro Briefing Book Q4 update
Mittwoch, 21. Oktober 2026 · 14 min
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Shownotes
A quarterly check-up on the US macroeconomic environment, including consumer spending trends, the condition of the labor market, the road ahead for monetary policy, and the current landscape for deal-making. Featured is Paul Hsiao, Senior Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy