'Thoughts on today's market performance: drivers, fundamentals and positioning' with David Lefkowitz, Senior Equity Strategist, UBS Chief Investment Office
![Top of the Morning – UBS Wealth Management Research show](https://d3dthqtvwic6y7.cloudfront.net/podcast-covers/000/050/032/small/top-of-the-morning-ubs-wealth-management-research.jpg)
Summary: Thoughts on the performance drivers behind today's market selloff, views on U.S. economic and corporate fundamentals, what CIO is watching out for in the week ahead – including earnings season kickoff and inflation data – and portfolio positioning.