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UBS predicts continued growth in equity markets through 2025, driven by robust US economic performance, lower interest rates, and advancements in AI. The S&P 500 is projected to reach 6,600 points, with a focus on US stocks, Eurozone small and mid-caps, and high-quality Swiss equities. Additionally, investing in gold is recommended amid geopolitical risks and US public debt concerns.
UBS predicts continued growth in equity markets through 2025, driven by robust US economic performance, lower interest rates, and advancements in AI. The S&P 500 is projected to reach 6,600 points, with a focus on US stocks, Eurozone small and mid-caps, and high-quality Swiss equities. Additionally, investing in gold is recommended amid geopolitical risks and US public debt concerns.
Thomas Gitzel, Chief Economist at VP Bank, has been recognized as one of Germany's most influential economists, ranking 55th among the top 100. He is also in the top 10 for media citations in "Business cycle" and "Companies/industries," and ranks 24th overall for media presence. Gitzel's insights on key economic developments reflect the strong teamwork at VP Bank Research, emphasizing their commitment to timely market analysis.
Gold prices continue to rise, with a recent low of $2550.00 providing a strong entry point for buyers, targeting $2700.00 next. Silver has stabilized after previous losses, with a key resistance level at $31.60. Meanwhile, Brent crude has resumed its upward trend after hitting a support zone at $70.40, aiming for $76.00.
Bitcoin is viewed as a speculative investment rather than a stable asset or currency, with significant volatility. While some may allocate a small portion of their portfolio to it, gold is recommended as a more effective hedge over time, offering lower volatility and greater stability.
UBS GWM's analysis for 2025 outlines four potential market scenarios influenced by factors such as U.S. tariffs, global growth, and geopolitical dynamics. The baseline scenario predicts growth despite tariffs, while a bullish outlook anticipates a surge in U.S. equities driven by strong growth and AI optimism. Conversely, bearish scenarios highlight risks of economic downturns due to weak consumer spending and inflationary pressures from tariffs.
UBS Global Wealth Management forecasts a more than 10% rise in the S&P 500 by the end of 2025, citing a healthy US economy and justified valuations. The firm highlights opportunities in mega-cap tech and AI-related semiconductors, while also favoring utilities and financial stocks. Globally, it anticipates a 15% increase in the MSCI Asia ex-Japan index, with Taiwan and India as attractive markets, while European equities are expected to underperform.
UBS has upgraded its recommendation on Logitech International from 'sell' to 'neutral', increasing the price target from 65 to 68 Swiss francs, citing an improved risk/reward ratio. The broker anticipates a potential management target increase soon but highlights ongoing competitive risks in China and other regions.
UBS has upgraded its recommendation for Logitech International from 'sell' to 'neutral', increasing the price target from 65 to 68 Swiss francs, citing an improved risk/reward ratio. The broker anticipates a potential management target increase soon but highlights ongoing competitive risks in China and other regions.
The dollar index (DXY) has rebounded sharply from 100 to 107 points, driven by easing recession fears, lower expectations for rate cuts, and heightened geopolitical tensions. Currently at the top of its two-year trading range, the risk/reward ratio favors sellers, suggesting a potential pullback before any further rise. Key upcoming economic data will be crucial in determining the dollar's trajectory.
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
ubs predicts continued equity market growth driven by us economy and ai
12:20 21.11.2024
ubs predicts continued equity market growth driven by us economy and ai
12:20 21.11.2024
vp bank economist recognized among germany's top influencers in economics
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gold and silver prices rise while brent crude rebounds after losses
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gold outperforms bitcoin as a hedge according to financial experts
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four economic scenarios shaping global markets by 2025
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ubs global wealth management forecasts significant market growth by 2025
10:42 21.11.2024
ubs upgrades logitech to neutral amid competitive risks in china
10:32 21.11.2024
ubs upgrades logitech to neutral amid competitive risks in market
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dollar index tests key resistance as rate cut expectations diminish
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