# Top of the Morning: Fixed Income Strategist - The Lending Powering AI Investment

Page: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/top-of-the-morning-fixed-income-strategist-the-lending-powering-ai-investment
Text version: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/top-of-the-morning-fixed-income-strategist-the-lending-powering-ai-investment.md
Podcast: [UBS On-Air: Market Moves](https://stenobird.com/podcast/ubs-on-air-market-moves-2992243)
Published: 2026-06-14T14:09:00+00:00
Episode link: https://www.ubs.com/content/dam/podcasts/wma/260612%20-%20Top%20of%20the%20Morning.mp3
Audio file: https://www.ubs.com/content/dam/podcasts/wma/260612%20-%20Top%20of%20the%20Morning.mp3
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Duration seconds: 1140

## Resource

We discuss the factors that have led to a pronounced repricing of US interest rates, an outlook for monetary policy, and CIO’s current fixed income positioning recommendations. Plus, a look at the lending that is powering AI investment, and the implications to credit markets. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, and Barry McAlinden, Senior Fixed Income Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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## Transcript

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