03.11.2025

UBP Weekly View - Fed caution and resilient earnings

The Fed's 25-bp rate cut, paired with Powell's cautious tone on further rate reductions, led to mixed market reactions. Despite this, strong earnings, particularly in the tech sector, supported equities, while bond yields rose. The USD strengthened amid JPY weakness, and gold consolidated at around USD 4,000. With the eurozone showing modest growth and US consumer confidence declining, investors are focused on another heavy week of earnings and key data releases for further direction.

27.10.2025

UBP Weekly View - Resilience returns to markets

Resilient macro data, softer inflation and strong corporate earnings have helped global markets recover, with equities reaching new highs and bonds extending gains. Expectations of further Fed rate cuts supported sentiment, while the USD strengthened amid JPY weakness and gold consolidation. However, with valuations near cycle peaks and policy uncertainty still looming, investors remain focused on upcoming central bank meetings for direction.

20.10.2025

UBP Weekly View - Fragility builds in markets

The US government shutdown carries on, while the earnings season opened on a constructive note, nudging global equities higher amid softer trade rhetoric, resilient bank results and renewed hopes of Fed easing. These tailwinds, however, contrast with credit-quality concerns linked to regional-bank fraud reports and mounting unease over a potential AI-driven bubble, leaving markets more vulnerable to negative headlines. US inflation data due this week are expected to show moderate upward pressure.

UBP House View

UBP House View fornisce una panoramica mensile dei mercati globali unitamente a una sintesi macroeconomica e a una guida completa all’asset allocation.

03.11.2025

UBP Weekly View - Fed caution and resilient earnings

The Fed's 25-bp rate cut, paired with Powell's cautious tone on further rate reductions, led to mixed market reactions. Despite this, strong earnings, particularly in the tech sector, supported equities, while bond yields rose. The USD strengthened amid JPY weakness, and gold consolidated at around USD 4,000. With the eurozone showing modest growth and US consumer confidence declining, investors are focused on another heavy week of earnings and key data releases for further direction.

27.10.2025

UBP Weekly View - Resilience returns to markets

Resilient macro data, softer inflation and strong corporate earnings have helped global markets recover, with equities reaching new highs and bonds extending gains. Expectations of further Fed rate cuts supported sentiment, while the USD strengthened amid JPY weakness and gold consolidation. However, with valuations near cycle peaks and policy uncertainty still looming, investors remain focused on upcoming central bank meetings for direction.

20.10.2025

UBP Weekly View - Fragility builds in markets

The US government shutdown carries on, while the earnings season opened on a constructive note, nudging global equities higher amid softer trade rhetoric, resilient bank results and renewed hopes of Fed easing. These tailwinds, however, contrast with credit-quality concerns linked to regional-bank fraud reports and mounting unease over a potential AI-driven bubble, leaving markets more vulnerable to negative headlines. US inflation data due this week are expected to show moderate upward pressure.

UBP Headlines

UBP Headlines fornisce un’analisi approfondita dei principali temi di mercato ed eventi macroeconomici, guidando gli investitori in uno scenario in evoluzione.

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Che sia un portafoglio gestito, un mandato di consulenza o una soluzione d’investimento interamente personalizzata, avete comunque accesso a una competenza che spazia tra i vari asset, a capacità di livello istituzionale e a una partnership dedicata per fornire risultati duraturi e preservare il vostro patrimonio.

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