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UBS advises a cautious approach to Chinese equities, citing weak consumption and the potential impact of upcoming US tariffs. The insights were shared by the head of China equities at UBS Global Wealth Management, highlighting ongoing risks in the market.
UBS has revised its forecast for Federal Reserve rate cuts in 2025, now expecting two reductions of 25 basis points each, totaling 50 basis points, down from a previous estimate of 100 basis points. The adjustments reflect a cautious Fed stance, contingent on core inflation dropping below 2.5% by June. While the Fed's decisions remain data-dependent, weaker labor market or inflation data could lead to an earlier cut in March.
UBS has revised its forecast for Federal Reserve rate cuts in 2025, now expecting two reductions of 25 basis points each, totaling 50 basis points, down from a previous estimate of 100 basis points. The adjustments are based on expectations that core inflation will decline to below 2.5% by June, potentially allowing the Fed to ease monetary policy. However, the Fed's decisions will remain data-dependent, with the possibility of an earlier cut in March if economic conditions warrant.
UBS advises investors to take advantage of further US dollar strength by diversifying into other currencies, citing the dollar's overvaluation despite recent gains. The bank highlights the British pound (GBP) and Australian dollar (AUD) as attractive options for potential growth amid changing global monetary conditions.
UBS advises investors to take advantage of further US dollar strength by diversifying into other currencies, citing the dollar's overvaluation despite recent gains. The bank highlights the British pound (GBP) and Australian dollar (AUD) as attractive options for potential growth amid changing global monetary conditions.
Roberto Politano
People
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
ubs advises caution on chinese equities amid weak consumption and us tariffs
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