FinanceRoad to EVs | UBS United States of AmericaDecember 18, 202346While adoption should rise further, the investment opportunity requires more nuance. The pace of the transition will ultimately depend on...
FinanceTactical US equity themes: New year-to-date market highDecember 12, 2023191Stocks continue to rally, with the S&P 500 up 12% off the October low and touching a new year-to-date high....
CurrenciesUS dollar sell-off looks overdoneNovember 20, 202360Softer-than-expected inflation and activity data contributed to a 1.8% decline last week in the DXY Index, which tracks the US...
FinanceChina stocks rally on stamp duty cutAugust 28, 202369The Ministry of Finance on Sunday said it would halve the stamp duty charged on A-share stock trades to 0.05%,...
BankingInvestors shift back and forth on FedAugust 25, 202355On Thursday, the S&P 500 fell 1.4% after weekly data on jobless claims pointed to continued strength in the labor...
CurrenciesCan the dollar’s rebound last?August 21, 202379But we think the US dollar's rebound will be short-lived given expensive valuation, a twin US deficit, and a likely...
CurrenciesUS dollar to come under further pressureApril 24, 202359We recently brought forward our forecasts for USD weakness, and now expect a steeper depreciation. We believe the greenback will...