瑞银认为，若美国最高法院裁定特朗普关税违法，将迫使政府向进口商退还约1400亿美元税款。这相当于2025年联邦预算赤字的7.9%，将对短期财政 状况造成显著冲击，并迫使政府动用其他法律工具重建关税壁垒，但若能形成整体税率更低的贸易环境且不引发报复，最终将对美国经济和股市构成利 好。 美国最高法院的一项关键判决可能瓦解特朗普政府关税政策的核心支柱，迫使其向进口商退还天量税款，并重塑美国的贸易壁垒。 美国联邦最高法院将快速审议特朗普政府征收的多数关税的合法性，定于11月5日听取口头辩论。 瑞银（UBS）分析认为，尽管此举将引发市场短期动荡，并使美国财政前景承压，但如果贸易伙伴保持克制、避免报复，一个整体税率更低的贸易环境 最终可能对美国经济和股市构成利好。 根据瑞银的推演，若最高法院最终裁定关税非法，最直接的后果是美国政府或需退还约1300亿至1400亿美元的关税收入。这笔资金将为支付了关税的 美国进口商带来一笔意外之财，但同时也会使本已严峻的联邦预算赤字状况进一步恶化，相当于2025年预算赤字的7.9%。 瑞银预计，届时政府将动用其他法律工具，如《1974年贸易法》的第201、301条款等，来"重建关税壁垒"， ...

美国最高法院的一项关键判决可能瓦解特朗普政府关税政策的核心支柱，迫使其向进口商退还天量税款，并重塑美国的贸易壁垒。 此前央视新闻报道，美国联邦最高法院将快速审议特朗普政府征收的多数关税的合法性，定于11月5日听取口头辩论。 据追风交易台，瑞银（UBS）分析认为，尽管此举将引发市场短期动荡，并使美国财政前景承压，但如果贸易伙伴保持克制、避免报复，一个整体税率更 低的贸易环境最终可能对美国经济和股市构成利好。 根据瑞银的推演，若最高法院最终裁定关税非法，最直接的后果是美国政府或需退还约1300亿至1400亿美元的关税收入。这笔资金将为支付了关税的美国 进口商带来一笔意外之财，但同时也会使本已严峻的联邦预算赤字状况进一步恶化，相当于2025年预算赤字的7.9%。 瑞银预计，届时政府将动用其他法律工具，如《1974年贸易法》的第201、301条款等，来"重建关税壁垒"，但这将是一个耗时数季度且灵活性更低的过 程。这一过程可能引发特定地区市场和行业的短暂波动，但如果各国避免采取报复措施，其影响将是有限的。 是否授予总统征收关税的权力？ 最高法院审理的"Trump v. V.O.S. Selections, Inc."一 ...

UBS said Tuesday (Nov. 4) that it completed a live tokenized fund transaction leveraging Chainlink’s Digital Transfer Agent (DTA) technical standard.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.This transaction ...

The tension between big banks and private credit giants is flaring up again. The latest tussle started as the chair of UBS warned about risks in the US insurance industry due to private financing. Colm Kelleher warned that the "lack of effective regulation" in the insurance industry is causing a "looming systemic risk" as there's a "massive growth in small rating agencies ticking the box for compliance," on Tuesday at a conference hosted by the Hong Kong Monetary Authority."We're beginning to see huge rati ...

Group 1: Foreign Investment Focus - Since October, foreign institutions have conducted research on 309 A-share listed companies, primarily focusing on high-growth industries such as artificial intelligence, industrial automation, new energy, semiconductors, and consumer electronics [1][3] - Notably, 35 companies received attention from more than 10 foreign institutions, indicating a strong interest in companies like Huaming Equipment, United Imaging Healthcare, Lens Technology, and others [3] - Major foreign institutions involved in the research include Goldman Sachs, UBS, and Morgan Stanley, with Goldman Sachs alone researching over 50 A-share companies since October [5][6] Group 2: Company-Specific Insights - Huaming Equipment was the most researched company, with 82 foreign institutions focusing on its Q3 performance and future export orders [3][4] - United Imaging Healthcare attracted 71 foreign institutions, which were particularly interested in its performance in overseas markets and project deliveries [4] - Other companies like Lixun Precision, Han's Laser, and Jereh Group also received significant attention, reflecting a trend towards sectors like industrial machinery and medical equipment [1][3] Group 3: Economic Outlook and Policy Implications - Foreign institutions are optimistic about China's "14th Five-Year Plan," with Goldman Sachs raising its forecasts for China's export growth and GDP growth [2][6] - The focus on building a robust domestic market and enhancing advanced manufacturing capabilities is expected to positively impact A-shares, particularly in sectors related to self-sufficiency and emerging industries [6][7] - Goldman Sachs predicts that China's export volume will grow by 5% to 6% annually over the next few years, contributing to overall economic expansion [7]

IRVINE, Calif. & NEWPORT CENTER, Calif. & SEAL BEACH, Calif. & PHOENIX & SCOTTSDALE, Ariz.--(BUSINESS WIRE)-- #Arizona--UBS announces that five financial advisors based in the firm's Pacific Desert Market were named to Forbes Top Next-Gen Advisors Best-in-State list. ...

Core Viewpoint - A Swiss parliamentary committee has stated that capital requirements for UBS should not exceed those in other major financial centers, indicating increased pressure on the government to reconsider proposed regulations [1] Group 1 - The Swiss parliamentary committee's stance reflects a growing concern regarding the competitive positioning of UBS in the global financial landscape [1] - The committee's recommendation aims to ensure that UBS remains on par with its peers in other financial hubs, potentially influencing future regulatory frameworks [1] - This development may lead to a reassessment of the proposed capital requirements, which could have significant implications for UBS's operational strategy and financial health [1]

Swiss lawmakers criticized a government proposal on parts of new capital rules affecting UBS Group AG, in an early signal of broadening support in parliament for a softer stance on the country’s largest bank. https://t.co/OqaPTFcngR ...

UBS is entering the next stage of tokenized finance. Credit: Smith Collection/Gado/Getty Images. Key Takeaways UBS has executed its first tokenized fund transaction with the entire asset lifecycle managed on-chain. The successful transaction leveraged Chainlink’s Digital Transfer Agent. As tokenization gains momentum, banks are expanding their services beyond issuance to include settlement, subscriptions, and redemption. As blockchain technology transforms the global financial system, UBS is at the ...

Investment bank UBS has announced the completion of its first end-to-end tokenized fund transaction using the Chainlink Digital Transfer Agent (DTA) technical standard. This latest development by UBS shows the ongoing integration of blockchain technology into institutional financial operations. Last November, UBS, Swift, and Chainlink completed a pilot project allowing the settlement of tokenized fund subscriptions and redemptions using the Swift network. UBS Tokenize and DigiFT Advance On-chain Fund Oper ...