Top of the Morning: CIO Strategy Snapshot - Sentiment drivers

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

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