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UBS analysts predict the dollar will weaken less than previously expected in 2025, following its recent strength against rivals and a hawkish stance from the Federal Reserve. While the euro may trade around $1.05 against the dollar in the first half of 2025, risks of a drop toward parity remain due to tariff threats and macroeconomic divergence. However, improvements in Europe's economic backdrop are anticipated in the second half of the year, potentially supporting a recovery in the EUR/USD exchange rate.
UBS analysts predict the dollar will weaken less than previously expected in 2025, following its recent strength against rivals and a hawkish stance from the Federal Reserve. While the euro may trade around $1.05 against the dollar in the first half of 2025, risks of a drop toward parity remain due to tariff threats and macroeconomic divergence, though improvements in Europe could support a rebound later in the year.
UBS analysts have declared an overweight position on the United Kingdom in their Outlook 2025 report, citing five key reasons. Notably, the UK tends to excel when defensive sectors are performing well, indicating a positive outlook for investors.
UBS analysts have declared an overweight position on the United Kingdom in their Outlook 2025 report, citing five key reasons. Notably, the UK tends to excel when defensive sectors are performing well, indicating a positive outlook for investors.
UBS advises investors to underweight stocks with significant exposure to China, citing concerns over weaker growth projections of 3.7% in 2025 and 2.7% in 2026. Chief global equity strategist Andrew Garthwaite highlights three main threats to these equities in his Outlook 2025 report.
UBS advises investors to underweight stocks with significant exposure to China, citing concerns over weaker growth projections of 3.7% in 2025 and 2.7% in 2026. Chief global equity strategist Andrew Garthwaite highlights three main threats to these equities in his Outlook 2025 report.
UBS projects the S&P 500 to reach 6,600, despite an anticipated reduction in the number of Federal Reserve rate cuts. This outlook reflects confidence in market resilience amid changing monetary policy dynamics.
UBS Asset Management’s Kevin Zhao plans to purchase US Treasuries during the holiday season, anticipating a selloff due to thin trading volumes. He believes that President-elect Donald Trump's policies will negatively impact the economy, contrary to the prevailing view that they will boost growth and inflation, thus affecting the bond market.
Kevin Zhao of UBS Asset Management plans to purchase US Treasuries during the holiday season, anticipating a selloff due to thin trading volumes. He believes that President-elect Donald Trump's policies will negatively impact the economy, contrary to the prevailing view that they will boost growth and inflation, thus affecting the bond market.
Signs of a potential turning point are emerging in the West, as leaders like Elon Musk and Vivek Ramaswamy propose significant government spending cuts, and Argentina's Javier Milei implements a successful deregulation agenda. The collapse of Germany's eco-socialist government and Liechtenstein's media reforms suggest a shift away from overregulation and state intervention. Increasingly, people are recognizing the need to abandon the failed policies of the past in favor of individual freedom and economic prosperity.

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