FIEE News and Press, UBS AG FI Enhanced Europe 50 ETN due February 12 2026 From 04/12/23

2023-04-12 01:55:00 ET Summary Banks’ stock and bond prices were battered by the crisis that overtook US regional banks Silicon Valley Bank  and Signature Bank and Swiss banking giant Credit Suisse. We believe that the underlying causes of these failures were idiosyncr...

2023-04-10 11:30:00 ET Summary We upped our overweight of inflation-linked bonds in March to quickly take advantage of the market pricing lower inflation - our new playbook in action. Bond yields rose after data showed a still-tight U.S. labor market. We think that keeps inflation...

2023-04-09 23:56:00 ET Summary As the year progresses, the 2023 outlook has become murkier rather than clearer. The US economy significantly outperformed our expectations in 1Q. We expect policymakers in China to emphasize domestic drivers of demand in their efforts to boost g...

2023-04-08 00:35:00 ET Summary The US labor market is softening, but still remains tight and that should keep the door open for policymakers to raise rates again at the May 3rd policy meeting. The ECB accounts will be of interest considering recent events and the central bank ...

2023-04-06 09:35:00 ET Summary The strong recovery from the COVID-19 virus pandemic has resulted in tight labor market conditions in the eurozone. We expect job creation to decelerate in 2023 as economic conditions cool and the impact of the reopening of the economy in early 2022 ...

2023-04-05 14:20:00 ET Summary Peaks in systemic stress generally result in recession and lower inflation down the line. So, the ECB's work will be done if financial conditions continue to tighten and economic activity contracts. But then again, last year’s spike in stress ...

2023-04-05 11:40:00 ET Summary Curve inversion equals pain. The manifestation of that pain is typically a recession, and the antidote is (eventual) rate cuts. A lot of this is now being discounted. Banking sector pain has eased the inversion, but only as more rate cuts are discoun...

2023-04-05 05:00:00 ET Summary Finding an effective way to address reinvestment opportunities will be crucial. Multi-sector should be more tactical, with the return objective generally expected to be positive in absolute terms over a cycle. The available sectors can be similar...

2023-04-05 02:22:00 ET Summary Earnings expectations have weakened this year; however, we still expect lower earnings per share growth than consensus expectations. Profit margin changes are a key driver of earnings growth. We expect further margin weakness ahead. Our weak earn...

2023-04-04 10:00:00 ET Summary We believe the ongoing build-out of alternative energy infrastructure could continue to offer compelling opportunities for long-term investors. Russia’s invasion of Ukraine has accelerated the EU’s alternative-energy transition as the c...