新闻中心/瑞联卓见

July’s softer inflation leaves a September US Federal Reserve (Fed) rate hold as the most probable scenario.

July reinforced our convictions on companies positioned to benefit from artificial intelligence (AI), despite the marked underperformance of US technology stocks at the beginning of the month, as a result of investor concerns about the monetisation of AI-related investments.

US labour data softened, easing pressure on the Fed to hike its interest rates anytime soon.

美联储维持利率不变，但几乎未提供前瞻性指引，导致债券收益率上升，美元走弱。

中东局势不断升级，导致油价飙升，美国长期国债收益率升至2025年初以来的最高水平，原因是通胀风险再度浮现，且市场重新评估了大西洋两岸未来加息的可能性。

UBP在今年上半年实现了稳健增长。这家总部位于日内瓦的银行得益于管理资产规模的显著增长，其净利润同比飙升40.4%，达到1.694亿瑞士法郎。

美国通胀数据低于预期，缓解了市场对加息的预期，而中东地区冲突的再度升级则导致油价飙升。

瑞士瑞联利润稳健增长40.4%至1.694亿瑞士法郎

UBP Zurich recently hosted the first edition of UBP Classical Nights, an intimate concert series celebrating young classical music talent, inspiring performances, and meaningful conversations.

The collapse of the ceasefire between the US and Iran has pushed oil prices higher.