Connaissances financières

US Economy US job growth may be slowing

The labor report for November showed nonfarm payrolls increasing by 155,000, below consensus expectations of 198,000. Given the plus volatility of this data, it is difficult to draw any hard conclusions from just one month of weaker growth.

  • Washington Weekly Washington Weekly: Recent US trade issues

    The agreement the US and China made last weekend to pause a further escalation of their tariff spat and use the next three months to try to craft a broader deal is a positive short-term development. plus

    • par UBS Équipe de rédaction
    • 07 Dec 2018
  • US Equities 2019 outlook: Aging gracefully

    While we expect some moderation in growth, our base case is for the expansion to continue. UBS forecasts US GDP growth of 2.8% in 2018, 2.4% in 2019, and 2.0% in 2020. plus

    • par UBS Équipe de rédaction
    • 07 Dec 2018
  • Life events UBS and Goldman Sachs on Empowering Women

    Goldman Sachs Asset Management's Candice Tse, Head of US Market Strategy, and UBS's Carey Shuffman, Manager of The Women's Segment, stopped by UBS On-Air to discuss the women's empowerment programs at UBS and Goldman Sachs. plus

    • par UBS Équipe de rédaction
    • 07 Dec 2018
  • Markets UBS On-Air: 'Art Cashin – On the Markets'

    Each week, Art Cashin, the Director of Floor Operations at the NYSE for UBS, discusses the latest news and events impacting the markets. This week: thoughts on market volatility drivers, where US and China trade negotiations are headed, the OPEC meeting, year-end market performance projections and the week ahead. plus

    • par UBS Équipe de rédaction
    • 07 Dec 2018
  • Market Commentary Global equities resume slide

    Global equities have resumed their decline. The S&P 500 fell 1.4% at the time of writing, following a 3.2% selloff on 4 December, and now has more than fully reversed the modest relief rally following an initially promising G20 meeting between Presidents Trump and Xi. plus

    • par UBS Équipe de rédaction
    • 06 Dec 2018
  • Perspectives "Gold Digging" wasn't so successful

    The Hollywood film "Crazy Rich Asians" was renamed in Mandarin Chinese to mean "Gold Digging Tales." The name wasn’t the only thing that changed when the movie made its way to China. Audience reception was dramatically different too. While a hit in the US, it flopped in China. plus

    • par UBS Équipe de rédaction
    • 06 Dec 2018
  • UBS House View - Daily US Huawei arrest complicates trade talks

    Risk assets sold off Thursday following the unexpected arrest of a high-profile Chinese tech executive in Canada. Offshore Chinese stocks fell 2.5%, while S&P futures shed as much as 1.9% ahead of the US open. plus

    • par UBS Équipe de rédaction
    • 06 Dec 2018
  • Market Commentary Trade & yield curve concerns give pause to markets

    The trade deal tailwind for financial markets lasted only a day as the equity sell-off that began in Asia accelerated in the US. The S&P 500 finished down 3.25% on 4 December, and weakness spilled over into morning trade in Europe on Wednesday. plus

    • par UBS Équipe de rédaction
    • 05 Dec 2018
  • Sustainable investing Ms. Smith* goes to Washington

    A record number of women will be headed to work in January to serve in the 116th Congress. Even so, women will only account for 23% of the House and Senate. plus

    • par UBS Équipe de rédaction
    • 05 Dec 2018
  • Market Commentary The Year Ahead 2019

    The investment environment is becoming more challenging as the global economic cycle matures. With economic growth, global politics, and central bank stimulus all at turning points, volatility has increased and drawdowns are becoming more commonplace. Investors should expect more of the same in 2019, as markets begin to try and anticipate an end to the cycle. plus

    • par UBS Équipe de rédaction
    • 05 Dec 2018
  • Global Wealth Management Diversify your enthusiasm

    In a Business Insider op-ed, Co-President of UBS Global Wealth Management and President of UBS Americas Tom Naratil encouraged investors to "translate their enthusiasm for US equities into enthusiasm for global equities." Investors should heed that advice, and the ephemeral nature of "enthusiasm" from other investors is one of the main reasons why. plus

    • par UBS Équipe de rédaction
    • 04 Dec 2018
  • Sustainable Investing In the news: Sustainable investing developments

    From Nespresso using ethically sourced aluminum to a street magazine partnering with fund managers to launch an impact investing platform, we look at what's happening in the world of sustainable investing. plus

    • par UBS Équipe de rédaction
    • 04 Dec 2018
  • UBS House View - Daily US Inversion does not spell the end of the cycle

    The US yield curve continues to flatten. Yields on both two- and three-year Treasuries moved above five-year yields on 3 December, marking the first inversion in part of the US yield curve for more than a decade. The more closely watched 2s-10s spread, compressed to an 11-year low of 14bps. plus

    • par UBS Équipe de rédaction
    • 04 Dec 2018
  • Longer Term Investments "Paris 2.0": Can the world act on climate change?

    The Katowice Climate Change Conference got underway this weekend, aiming to bring the world closer to meeting the goals of the 2015 Paris Agreement. Reaching these targets will require a major transition to cleaner, more efficient energy sources. Our Chief Investment Office (CIO) regards this shift as a long term, sustainable investment opportunity. plus

    • par UBS Équipe de rédaction
    • 03 Dec 2018