How should I be positioned? with Marc Lipschultz (Blue Owl) & Jason Draho (UBS CIO)
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Our first episode of the year features Marc Lipschultz, Co-CEO of Blue Owl Capital, and Jason Draho, UBS CIO Head of Asset Allocation Americas. Marc and Jason exchange thoughts on how AI infrastructure and data center investments are being financed, along with how investors shoul
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How should I be positioned? with Torsten Slok (Apollo) and Jason Draho (UBS CIO)
The desk's thesis emphasizes a cautious outlook on U.S. economic growth in the context of evolving monetary policy and ongoing global uncertainties. Per the full note [source], the commentary from Torsten Slock and Jason Draho suggests that the anticipated acceleration in U.S. growth may be impacted by persistent data noise, fiscal adjustments, and the introduction of AI into various sectors. This nuanced view prompts a recommendation to manage risk as investors navigate an environment characterized by both opportunity and volatility. The current consensus target for USD pairs indicates a central expectation around 1.075, implying traders should remain vigilant for shifts in economic data that could affect market positioning.