-- Tech stocks have wobbled into the start of the new year, but the US software sector remains inexpensive and is set to ride the third major tech cycle as consumer...
- While US Treasury yields are expected to fall over the rest of 2025, the yield curve could nonetheless continue to steepen, according to analysts at Capital...
- Emerging market stocks have underperformed for a fourth straight year, bringing the cumulative lag to their developed market peers since 2019 to 45%, according to...
-- Climate change is poised to significantly reshape the travel industry, affecting destinations, costs, and demand patterns, UBS said. UBS highlighted the growing...
-- UBS analysts forecast a challenging year ahead for palladium, with the metal expected to "lag other precious metals." The investment bank’s analysts anticipate a...
-- Escalating U.S.-China tensions could trigger new tariffs, with EMs potentially bearing the brunt rather than China itself, according to UBS. Chinese export prices...
-- Telecom equipment supplier Ericsson (ST:ERICb) faces a challenging 2025 as demand uncertainty and competitive pressures cloud its outlook, Bernstein said,...
-- The online travel industry enters 2025 with mixed prospects, with analysts at Barclays (LON:BARC) forecasting a more challenging environment ahead. While 2024...
-- UBS forecasts the S&P 500 to see an 8.4% year-over-year increase in earnings per share (EPS) for the fourth quarter of 2024. Despite appearing slower than the...
-- The US dollar's surge to record highs has had marked implications for European equities. Since September, the broad USD trade-weighted index has risen by 7%,...