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Hosted by Unknown Host · 🇺🇸 US · EN · 69 episodes
Established thought leaders with verified media credentials.
House View brings you daily, weekly, and monthly content covering our multi-asset views on economic trends and financial markets from the UBS Chief Investment Office
Unknown Host hosts UBS On-Air: House View, a business show with 69 episodes published.
Global equities have remained under pressure amid concerns over higher bond yields, rising oil prices, and the outlook for AI capital spending. But we believe the outlook for stocks remains positive. Underlying inflation
The recent rise in long-term yields reflects new bond supply and persistent concerns over inflation and deficits. We do not think this undermines the case for quality fixed income, but it does strengthen the need to focu
Implied volatility may not stay low for long, but resilient economic data, strong corporate earnings, and the prospect of a steady Fed should continue to support our positive view on risk assets.
Cooling US inflation has helped global stocks reach new highs, but concentration risks remain elevated. We see opportunities to diversify across Europe, Japan, and Asia, supported by earnings resilience, improving cyclic
Higher oil prices have tempered investor sentiment ahead of July’s CPI report. We expect core inflation to trend lower in the coming months, allowing the Fed to hold interest rates steady. This would be supportive of our
NVIDIA’s financing push has raised fresh questions about circularity in the AI trade, but strong cloud demand and rising advance orders continue to support our constructive view. We continue to recommend diversified expo
Welcome to CIO Jumpstart, your guide to the main market events coming up in the week ahead
Renewed uncertainty over the reopening of the Strait of Hormuz has pushed oil prices and bond yields higher, reviving concerns that the Federal Reserve may need to tighten policy. Policymakers have made clear that they a
Gold has risen to its highest level in seven weeks, and we think the medium- to longer-term case for holding the metal remains supported by lower real rates, a softer dollar, and central bank buying. We continue to see a
Recovering sentiment toward the AI trade, strong earnings results, and signs of diplomatic progress in the US-Iran conflict pushed equities higher on Tuesday. Continued AI investment, broadening earnings growth, and a pa
The AI story is evolving beyond a narrow tech trade. We see opportunities across the broader value chain, from power to chips to health care.
July brought a sharp reminder that geopolitical risks, inflation concerns, and crowded trades can still unsettle markets. Even so, stronger earnings, moderating inflation, and resilient demand should help sustain a const
AI investment and monetization, resilient US growth, and a patient Fed should help keep the US equity rally on track. We believe investors should remain broadly diversified to capture opportunities beyond tech as market
The latest hyperscaler earnings point to strong capital expenditures in the near term and encouraging monetization trends. But pressure on cash flows could lead to a slowdown in capex beyond next year. We think the AI in
After months of geopolitical uncertainty and heightened market volatility, markets have been quick to respond to both signs of de-escalation and fresh sources of tension. Yet the outlook remains far from straightforward.
While the Fed is likely to hold rates steady today, investors should watch for longer-term changes to how it communicates policy and manages its balance sheet. Potential changes may affect rate volatility, long-term yiel
While we remain constructive on semiconductors amid solid AI demand, recent market performance highlights the case for broader equity exposure. Strong earnings momentum across sectors and regions points to a wider set of
Markets are facing renewed pressure from geopolitical escalation, higher oil prices, rising bond yields, and questions over AI investment returns. Investors should focus on portfolio resilience and strategies that can he
US Treasury yields have risen as renewed Middle East tensions and higher oil prices have revived inflation concerns, but we expect yields to move lower over the coming quarters. In our view, current elevated yields offer
Earnings from hyperscalers will be a key test for the AI trade as investors look for greater clarity on capex, revenue durability, and margin resilience. While we remain constructive on AI’s longer-term growth story, a b
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UBS On-Air: House View is hosted by Unknown Host. The show is categorised under Business (business) and has published 69 episodes.
UBS On-Air: House View has published 69 episodes.
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