Risk
Solid 4Q Earnings Tee Up Expectations for Even Better Days Ahead
Projections are for corporate profits to really burgeon in 2024, despite some downbeat economic outlooks.
Tag: UBS
Research
When Will Interest Rates Fall and by How Much?
UBS analysts think the Fed will need 6 months or so to realize it can ease, gradually slicing the central bank’s benchmark by a modest amount, up to 0.75 points.
Market Moves
RIP Earnings Recession: 3Q Reports Turn Positive
The S&P 500’s EPS had three down quarters in a row, but now analysts are growing more optimistic.
Asset Allocation
For Trend-Setting Family Offices—and Those Following Their Lead—Timing Is Key
Investors are sensing a regime shift in the market, but capturing it will take careful planning.
Newsmakers
Stock Loan Tiff: 4 Allocators’ Case Against Wall Street Firms Advances
Plans for Iowa, Los Angeles County and two other California counties seek class action standing against Goldman and four others.
Finally, the Move Out of Scandal-Tainted LIBOR Is at Hand
Why the prolonged wait for a transition to a new and less-corruptible credit benchmark?
Asset Allocation
What Will Be the Best Future Tech Plays? Not the Big Five
UBS’s Haefele says tomorrow belongs to up-and-coming AI, big data, and cybersecurity outfits.
Asset Allocation
What Stocks Will Be the Big Winners Up Ahead? Why, Tech
LPL sketches out the case for continued market leadership from the technology folks.
Market Moves
What Stocks Boast the Strongest Pricing Power to Withstand Inflation?
UBS touts a list of what it thinks are the best companies able to keep demand cranking even as they charge more.
Market Moves
Buy Tech, But Not the Big Boys, and Use Private Equity, UBS Says
PE is a much better way to own technology companies, and there are more pickings, the bank argues.
Market Moves
Don’t Worry: Higher Cap Gains Tax Won’t Zap the Market, UBS Says
And it probably won’t be as high as Biden wants, Goldman adds.
Market Moves
Look Out: Higher Volatility Is Gonna Hit US, UBS Says
Virus jitters, higher growth and inflation, and a record-setting market will amp up the fear gauge, the bank warns.
Alternatives
Bitcoin Will Never Be Real Money, Says UBS, Because It’s Too Volatile
Cryptocurrency isn’t a stable source of value, so people can’t depend on it, the bank’s top economist charges.
Market Moves
UBS: Where to Invest as the Dollar Keeps Weakening in 2021
Some asset classes stand to do very well, the bank finds, with no end in sight to the buck’s free-fall.
Will Snags with New Washington Stimulus Squelch the Economy and Stocks?
Not really, says UBS’s Haefele, sounding optimistic on vaccines and possible fresh aid in 2021.