UBS On-Air: House View

House View Daily | Consumer agents may power the next phase of the AI trade

The rapid early adoption of Meta’s Muse highlights the potential for consumer AI agents to expand monetization channels. We see rising adoption supporting hyperscalers’ r

House View | Jumpstart

Welcome to CIO Jumpstart, your guide to the main market events coming up in the week ahead. Today we ask the following three questions: 1. Can equities withstand higher y

House View Daily | The case for investing amid rising rates

While elevated oil prices and renewed monetary tightening are testing investor confidence, cash alone is unlikely to deliver the long-term returns needed to offset inflat

House View Daily | How to position in fixed income as Fed hikes rates

The Fed’s hawkish rate hike has led markets to price in more tightening. We believe this repricing creates opportunities in fixed income, but investors should remain sele

House View Daily | What matters from today’s Fed decision?

Wednesday may see the Fed kick off a new tightening cycle in the US. For portfolios, the key questions concern earnings resilience, market pricing, and diversification.

House View Daily | Frontier 'pacing' calls may not spell an end to AI capex cycle

Stronger safeguards need not derail the AI rally. We still favor diversified exposure across the AI value chain.

House View | Jumpstart

Welcome to CIO Jumpstart, your guide to the main market events coming up in the week ahead. Today we ask the following three questions: 1. Will the Fed signal more hikes

House View Daily | Equities should withstand higher yields

Rising oil prices and Treasury yields are testing investor confidence, but equities have remained resilient. We believe solid economic growth, robust earnings, and strong

House View Daily | Brent tops 100: A milestone, not a turning point

Brent crude rose above USD 100/bbl on Wednesday as geopolitical tensions and tightening physical supplies support prices. But we believe strong earnings growth, sustained

House View Daily | Look beyond rates to gold’s long-term support

Gold may face near-term pressure from higher interest rates and a stronger US dollar, but we believe its long-term investment case remains intact. Robust central bank buy

House View | Jumpstart

Welcome to CIO Jumpstart, your guide to the main market events coming up in the week ahead. Today we ask the following three questions: 1. Will inflation temper the Fed’s

House View Daily | What a more hawkish Fed means for investors

Economic growth has stayed resilient, earnings are strong, and AI-related investment continues to support activity. Against that backdrop, the possibility of rate hikes h

House View Daily | Look beyond tech as AI strength persists

Broadcom’s stronger AI-chip outlook has reinforced confidence that demand for AI infrastructure remains robust. But elevated government bond yields, geopolitical risks, a

House View Daily | Higher yields put currency fundamentals to the test

Rising oil prices and shifting central bank expectations have pushed global yields higher, but currency markets are responding selectively. We favor carry opportunities b

House View Daily | Bond opportunities remain despite volatility

Renewed conflict in the Middle East and elevated oil prices have intensified pressure on global bond markets. We expect volatility to persist, but see scope for short-dat

House View | Jumpstart

Welcome to CIO Jumpstart, your guide to the main market events coming up in the week ahead

House View Daily | Markets look to Jackson Hole

Investors are looking to Fed Chair Kevin Warsh’s Jackson Hole speech for clues on the path of interest rates. But sticky inflation, geopolitical risks, and strong AI inve

House View Daily | Bond markets are repricing more than inflation

This week's pullback in longer-term interest rates looks more like a pause than a reset. Behind the move sits a deeper shift in how investors price growth, policy uncerta

House View Daily | AI fundamentals remain intact despite tech volatility

As investors look to NVIDIA’s earnings later today, we see supportive AI fundamentals across demand, monetization, and earnings trends. We continue to favor a selective,

CIO Live Global | Still room to run?

Markets have continued to climb higher, supported by strong corporate earnings, robust AI-related investment, and expectations that inflation can ease gradually. But the