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Markets have steadied after the appointment of the Lecornu II administration, yet lingering political and fiscal vulnerabilities persist.

Despite headlines of fiscal risks and political unrest, Colombia, Chile, and Peru are defying expectations with their appreciating currencies, credible policies, and strong economic fundamentals.

Every year we take ten graduates into our sought-after Graduate Programme in different locations in the Group across Europe and Asia. In September, UBP was pleased to welcome a new cohort of young talents freshly graduated from university, and to congratulate last year’s intake on the completion of their one-year induction cycle and celebrate their assignment to a fixed role.

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.

The rise of artificial intelligence is redrawing the global electricity map

The currency expert at the Swiss private bank Union Bancaire Privée expects the dollar to weaken further, takes a dim view of negative interest rates, and is taking advantage of low market volatility.