UBS On-Air: Market Moves · Client Strategy Office
Top of the Morning: CIO Strategy Snapshot - Shocked but not awed
·17 min·1 clip
Jason Draho defines stagflation and explains why the current economic situation is 'not even close' to the 1970s.
As heard by us
A measured market brief that separates rate shock from growth panic.
The segment gives a calm, data-first read of the selloff. Jason Draho treats it less like a growth warning and more like an inflation-and-rate shock, pointing to equity moves, sector behavior, credit spreads, and Treasury yields.
Why you'd press play
Get a clean read on why markets are wobbling without treating it like a growth scare.
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