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As financial markets are back in full swing post the summer holidays, investors are weighing fresh inflation data, health of the labor market, rising oil prices, and a notable upcoming Fed policy meeting. Plus, recent concern over AI safety and implications to the AI trade. Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investments Office, discusses these factors, what it all means for the investment outlook, and how to think about positioning. Host: Daniel Cassidy
