黄金将恢复上涨，年中最高可达每盎司6200美元； 铜和铝供应将进一步短缺，中期内应支撑价格，而结构性驱动因素（如电气化）支撑长期需 求； 布伦特原油6月为每桶65美元，12月为67美元/桶，而目前为71.3美元/桶。 来源：市场资讯 来源：金十 瑞银集团（UBS）重申了对黄金的积极看多立场，预计在未来数月内，国际现货黄金目标价将大幅攀升 至6200美元/盎司。 该团队的Dominic Schnider表示："1月底大宗商品价格波动较大，但贵金属、石油和工业金属均实现当 月上涨。随着这种波动开始减弱，我们认为大宗商品的基本面前景依然支持看涨，主要受供需失衡、地 缘政治变化和结构性趋势的驱动。" Schnider预计： 在地缘政治层面，瑞银分析师指出，全球宏观不确定性仍将是市场面临的长期主基调。特别是近期美国 与伊朗之间的紧张局势不断升级，使得中东地区的地缘政治风险持续处于高位。分析人士指出："该地 区部署了两艘航母、战斗机和加油机，美国的军事集结规模现在已超过今年年初特朗普推翻马杜罗前几 周在委内瑞拉海岸的规模。是否能与伊朗达成协议尚待观察，因为近期针对伊朗的军事行动似乎越来越 可能发生。" 宏观经济环境同样为 ...

Group 1 - UBS Group AG has become one of the largest international diversified banks following its merger with Credit Suisse in 2023, boasting a market capitalization exceeding $130 billion [1] - The merger positions UBS as a significant player in the global financial landscape, enhancing its capabilities and market reach [1] Group 2 - The author of the article has extensive experience in delivering strategic insights and analysis within the private banking sector, focusing on corporate valuation and investment opportunities [1] - Novo Capital was established to provide out-of-consensus information and investment ideas, aiming to generate "alpha" for its clients [1]

NEW YORK--(BUSINESS WIRE)--UBS Investment Bank today announced the coupon payment for the ETRACS Alerian MLP Index ETN Series B (NYSE Arca: "AMUB†), traded on the NYSE Arca. NYSE Ticker ETN Name and Prospectus Supplement* Coupon Valuation Date Ex- Date Record Date Payment Date Coupon Amount Payment Schedule Current Yield (annualized)** AMUB ETRACS Alerian MLP Index ETN Series B 2/17/26 3/2/26 3/2/26 3/10/26 $0.3202 Quarterly 5.95% * The table above provides a hyperlink to the relevant prospectu. ...

Elevation Point Helps $1.3 Billion UBS Team Go Independent - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.---# Elevation Point Helps $1.3 Billion UBS Team Go Independent## Hampton Bluff Capital Partners is the third breakaway team to launch ...

Market Analysis by covering: UBS Group AG. Read 's Market Analysis on Investing.com ...

Core Insights - Despite fiscal stimulus measures from major economies like the US, Japan, and Germany, the global impact is expected to be much lower than market expectations, with UBS projecting a contribution of only 8 basis points to global GDP growth in 2026 and a potential drag of 14 basis points in 2027 [1][5][8] Group 1: Global Fiscal Position - UBS's analysis indicates that the global fiscal stance is only slightly better than neutral, with the predicted fiscal shock for 2026 and 2027 being close to zero [5][6] - Historical data shows that the fiscal stance has fluctuated significantly over the past 20 years, but the predicted values for 2026 and 2027 are relatively mild compared to past years [5][6] Group 2: US Fiscal Stimulus - The US "Big Beautiful" plan is estimated to contribute approximately 45 basis points to economic growth, but after accounting for tariff impacts and state and local government drag, the net fiscal shock is around 30 basis points [6][7] - Historical context reveals that in the past 20 years, there have been nine years of fiscal stimulus in the US, all exceeding the predicted level for 2026, indicating that the current stimulus is not particularly remarkable [6][7] Group 3: Japan and Europe - Japan's fiscal stance has only loosened by 0.9 percentage points of GDP so far, which is insufficient to significantly boost global economic growth [7][8] - Germany's fiscal stimulus is now expected to be about 1 percentage point of GDP, which constitutes roughly two-thirds of the total stimulus in the Eurozone, but this is still below market expectations [7][8]

UBS lifts forecast for big tech bond sales this year | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A logo of Swiss bank UBS is seen in Zurich, Switzerland, May 1, 2025. REUTERS/Denis Balibouse/File Photo [Purchase Licensing Rights, opens new tab]- Companies- Summary- UBS sees companies tapping more non-dollar markets- US leveraged loans forecast to drop- US investment grade bond issuance seen at $360 billionLONDON, Feb 18 (Reuter ...

Global financial firms, including Sumitomo Mitsui Banking Corp and Julius Baer Group, are planning to expand in India by setting up global capability centres, according to people familiar with the matter.Japan’s Sumitomo Mitsui and Switzerland’s Julius Baer are joining US-based investment firms Charles Schwab Corp and Vanguard Group in plans to hire at least 1,000 people collectively this year in cities including Chennai and Hyderabad, according to people, asking not to be identified discussing private plan ...

本文源自：金融界AI电报 瑞银集团：将美国通信服务行业评级从"具有吸引力"下调至"中性评级"。 ...

Group 1 - UBS Group has upgraded the rating of the US industrial sector from neutral to attractive [1]