News

08.02.2016

European Economics: data flow may prove challenging to that relative optimism

Expectations for euro area growth this year have remained solid, despite steady downgrades of growth forecasts for other developed economies. But the data flow over the next few months may prove challenging to that relative optimism for Europe.

 
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05.02.2016

Bond markets: the effects of size and duration of QE

The size and duration of QE is currently the single most important driver of euro rates and government bond yields. It's the conviction of UBS chief investment office Wealth Management.

 
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05.02.2016

What Brexit could mean in Sterling terms

Brexit is not the base scenario for many analysts. But it is worth to have a look on what could happen and how much the pound could devalue, just in case.

 
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05.02.2016

Commodities at peak bearishness, presenting major opportunity

Commodity markets may be close to their most attractive ever after continued levels of bearishness.

 
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04.02.2016

Unbalancing the economy. The odd fate of the low interest rate policy

World economy and global finance looks more and more unbalanced despite all the efforts made by Central banks. Whose faith in the low/negative interest rate policy is not only ineffective but probably damaging.

 
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04.02.2016

Positively negatively

In an apparent volte face, the Bank of Japan introduced negative interest rates, much to the surprise of the markets. By targeting only marginal transactions, the BOJ is more similar to the approach taken in Switzerland, Sweden and Denmark than by the ECB. The market reaction...

 
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04.02.2016

Waiting for ECB: more easing in March

 
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03.02.2016

Falling oil price benefits pickups and the like in the US

The share of light trucks (such as pickups and heavy sport utility vehicles) in total vehicle sales has increased noticeably in the US of late, reaching a new high of over 60% at the end of 2015. This came at the expense of conventional passenger car sales. The huge slide in oil prices...

 
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03.02.2016

Italian banks: from gold to kryptonite

In 2016, fear regarding asset quality (high stock of NPLs, regulatory scrutiny, lack of disposals due to pricing differences), as well as funding, lack of progress on M&A and investors’ high exposure to Italian shares, all drove underperformance

 
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02.02.2016

The Great Escape from China

Since 2016 began, the prospect of a major devaluation of China’s renminbi has been hanging over global markets like the Sword of Damocles. No other source of policy uncertainty has been as destabilizing. Few observers doubt...

 
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