A tale of two (risk) tails
UBS Global Risk Radar November 2018
Daily updates
- A synchronized response to a synchronized problem
- One swallow doesn’t make a summer
- Equity markets are travelling in hope
- No time to time the market with cash windfalls
- Crude price weakness likely to prove short lived
- Strong start for EM equities has further to run
- US recession: rising risks don’t mean a contraction is imminent
- Balanced investors back to the pinnacle, or close
- Eurozone recovery interrupted, not canceled
- Clean energy purchases by firms should fuel returns