
Top of the Morning: CIO Strategy Snapshot - Sentiment drivers
From UBS On-Air: Market Moves by Client Strategy Office
June 8, 2026 · 20 min
About this episode
Jason Draho discusses the impact of the May jobs report on market sentiment and investment strategies.
The string of nine consecutive positive weekly returns for the S&P 500 ended last week, with Friday being one of the worst days all year after the release of the May jobs report. Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investment Office, joins to discuss the jobs data, the market response, and what it means for the investment outlook. Host: Daniel Cassidy
People in this episode
Host: Daniel Cassidy
Guest: Jason Draho
Topics covered
- market response
- investment outlook
- jobs data
- S&P 500
- asset allocation
Keywords
- S&P 500
- jobs report
- market response
- investment outlook
- asset allocation
Mentioned in this episode
Organizations: UBS Chief Investment Office, S&P 500
More episodes of UBS On-Air: Market Moves
- Washington Weekly Podcast: US-Iran, US trade policy, FISA, & Secure America Act · June 12, 2026 · 16 min
- UBS On-Air: Paul Donovan Daily Audio 'Carrying on, without keeping calm' · June 12, 2026 · 2 min
- UBS On-Air: Paul Donovan Daily Audio 'How bad is the ECB error?' · June 11, 2026 · 3 min
- Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 65) · June 10, 2026 · 6 min
- UBS On-Air: Paul Donovan Daily Audio 'Inflation bonanza' · June 10, 2026 · 3 min
- House Call: Talking Equity Markets with UBS Asset Management · June 9, 2026 · 19 min
Explore listener stats, chart rankings, contacts and more on the UBS On-Air: Market Moves podcast page.