Αποχαιρετισμός στην παγκοσμιοποίηση;
Του Paul Donovan* Το παγκόσμιο εμπόριο αντιμετωπίζει αυξανόμενα εμπόδια. Το σύστημα που βασίζεται σε κανόνες έχει εξάλλου αποδυναμωθεί. Μετά τους…
UBS/ Gold/ Trimming the forecasts
Gold prices have struggled to regain momentum as higher US bond yields, shifting central bank expectations, and renewed USD strength…
UBS/Brexit, again?
Maelle Quillevere The fallout from recent cabinet resignations is still rippling through Westminster, but the past few days have brought…
Mark Haefele*: Stirred, not shaken?
Equity markets have continued to push higher over the past month, with strength in semiconductors and other AI-linked parts of…
UBS/ The state of global shipping disruption
Limited signs of spillovers to non-energy shipping (so far) In our April 30 note we showed how global oil/gas shipping…
UBS/Deutsche Telekom/ Rating: Buy/12-mo. P.T.: €36.20
Q1 – reassuring Results should reassure after recent underperformance Q1 was in-line for the ex-US business and a relatively straightforward…