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It appears the U.S. economy may be falling into recession - the business cycle has not been eliminated. Valuations outside the U.S. continue to look relatively attractive versus the U.S., especially in Japan. Credit spreads rallied over the past month or so and are once again in l...
Elevated inflation, slowing global economic growth expectations, and reduced central bank liquidity remain the key economic considerations. The policy interest rate divergence between the U.S. and Europe is likely to increase amid heightened recession risk in Europe. We expect mar...
Inventories have risen recently and there has been a lot of commentary about how this will negatively impact the economy. My brief overview of markets is that large growth stocks are still overvalued even as they led the recent rally. The sentiment about the economy is still quite...
Taylor Rule Rate is at the highest level in decades. Low LME inventories, indicating shortages in commodities. Household savings are at a high level compared to 2008. Inflation has become sticky. CAPEX is at a secular low level for commodities. As many investors ...
Most major economies are dealing with inflation highs not seen in decades. Market expectations of peak policy rates have declined since June, likely reflecting the significant slowdown in activity as well as recent commodity price declines. Tightening financial conditions as well ...
Despite being dragged down with most other asset classes in June’s selloff, resource equities have continued to exhibit remarkable resilience relative to broad equities, bonds and other real assets over the last year. Many resource companies - particularly in oil and gas explor...
The Fed is intent on raising interest rates to fight inflation and must balance the risk that creates for economic growth. In an analysis of growth versus value stocks using data since 1927, we found value had achieved greatest outperformance in periods of moderate to high inflation. ...
Are CTAs, managed futures, and trend followers getting crushed? Why has the SocGen Trend Index, approximating performance of trend followers, held up the past month and a half despite some rather violent commodity retracements? There is more going on in trend following than just commo...
There have been winners and losers. Some net commodity exporters, like Brazil and South Africa, have seen current accounts improve as commodity prices and revenues have surged. However, for many emerging markets, food security is a growing concern, and net importers are particularly a...
Two opposing forces appear to be dominating the market currently, with investors polarized between recession fears and bargain hunting following this year’s large equity selloff. Investors priced in most central bank tightening and seem more confident with the inflation outlook...
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UBS AG Jersey ZC SP ETRACS REDEEM 31/10/2039 USD 25 Company Name:
DJCI Stock Symbol:
NYSE Market:
UBS AG announced on Tuesday the Call Settlement Amounts for the below eight ETNs (the “Securities”), as set forth in the table below. Table-1 * The table above provides a hyperlink to the relevant prospectus supplement for each of the Securities. DJCI, FUD, UAG...
UBS AG announced today that it will redeem all of the outstanding securities in each of the eleven series set forth in the following table (collectively, the “Series A ETNs”). UBS expects to deliver redemption notices with respect to each of the Series A ETNs to holders of...
UBS AG announced today the final results of its previously announced voluntary exchange offers (“Exchange Offers”) for five ETRACS Series A ETNs (collectively the “Series A ETNs”) for corresponding ETRACS Series B ETNs (collectively, the “Series B ETNsȁ...