Top of the Morning: Election Watch - Unified government at a crossroads

Dan Cassidy· Host0:00

[on-hold jingle] Hi, everyone. Dan Cassidy here. Welcome back to Top of the Morning on the UBS Market Moves Podcast channel. For today, we will highlight the election watch coverage from the UBS Chief Investment Office leading up to election day in November. For today, spotlighting the report from the UBS Chief Investment Office, Unified Government at a Crossroads. Uh, this report is available now up on ubs.com/electionwatch. In addition to covering an update on the midterms, we will spend some time today reflecting on the recent US-China summit, as well as the ongoing US-Iran war. Uh, joining me for the conversation today, glad to welcome back to Top of the Morning, Kurt Reiman, Head of Fixed Income Americas from the UBS Chief Investment Office. We have with us as well Shane Lieberman, Senior Governmental Affairs Advisor with Governmental Affairs US here at UBS. So with that, Kurt, Shane, a lot to cover, though it's great to have you back here on Top of the Morning. Thank you for dropping by and for spending some time today with our listeners and our clients.

Kurt Reiman· Guest1:14

Good to be back together with both of you. Thanks.

Shane Lieberman· Guest1:17

Thanks, Dan. Good to be with you.

Dan Cassidy· Host1:18

So as mentioned, a lot to cover, and we will spend some time on the US midterm elections a bit later in the conversation. Though to begin, the timing of our conversation works well to reflect