UBS On-Air: Market Moves · Client Strategy Office
Top of the Morning: Fixed Income market update & outlook
·16 min·1 clip
Leti Zamedes reveals that private credit has 17-20% exposure to software companies now threatened by Anthropic's no-code AI agent, Cowork.
As heard by us
A steady fixed-income briefing that links geopolitical stress, 10-year volatility, and the still-uncertain AI question in credit.
Top of the Morning opens with a fixed income market update and ties it to the March Fixed Income Strategist theme, "Navigating AI Disruption in Credit." Dan Cassidy brings in Leslie Falconeo and Leti Zamedes to talk through Middle East geopolitical stress, 10-year volatility,…
Why you'd press play
You want a clear read on fixed income while geopolitical shocks and AI disruption still shape the tape.
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