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Jason Winkler, Executive Vice President and CFO, Motorola Solutions to Participate in the UBS Global Technology and AI Conference
Businesswire· 2025-11-24 21:10
Core Insights - Motorola Solutions will have its Executive Vice President and Chief Financial Officer, Jason Winkler, participate in the UBS Global Technology and AI Conference on December 1, 2025 [1] - The session will be available via live webcast and replay on Motorola Solutions' Investor Relations website [1]
François Du Pasquier Joins UBS as Managing Director, Financial Advisor in Austin
Businesswire· 2025-11-24 17:36
AUSTIN, Texas--(BUSINESS WIRE)--UBS Global Wealth Management US today announced that François Du Pasquier has joined the firm as a Managing Director and Financial Advisor. François joins the UBS Austin office within the Central Texas Market, and reports to Market Director Jeff Bidstrup. "We are thrilled to welcome François to UBS,†said Jeff Bidstrup, Market Director, Central Texas at UBS. "With more than two decades of experience advising ultra-high-net-worth families and institutions, his glo. ...
瑞银:华尔街都在猜,为等待更多就业数据,美联储会推迟12月FOMC会议吗?
美股IPO· 2025-11-24 16:19
Core Viewpoint - The timing of the Federal Open Market Committee (FOMC) meeting in December is under scrutiny due to the release of key employment reports, which may lead to a potential postponement of the meeting to ensure better data for decision-making [2][4][19] Group 1: Meeting Timing and Employment Data - The FOMC meeting is scheduled for December 9-10, but two crucial employment reports will be released on December 16, creating a conflict that may prompt a one-week delay [2][5] - Historical precedents exist for adjusting meeting dates, with past instances in 1971 and 1974 where meetings were postponed due to special circumstances [14] - The current meeting schedule is the earliest since 2003, and even a delay to December 16-17 would still fall within historical norms for December meetings [14] Group 2: Internal Disagreements and Policy Implications - There is a notable division among FOMC members regarding a potential rate cut in December, with some advocating for a 25 basis point reduction while others believe it may not be necessary [3][18] - This internal disagreement heightens the importance of the meeting's timing, as decisions made without complete data could lead to significant policy misjudgments [3][18] - If the meeting is postponed, it may provide clearer signals regarding the Fed's policy direction, while maintaining the original schedule could indicate a consensus on the need to act despite incomplete data [19] Group 3: Labor Market Indicators - Recent employment data shows signs of weakness, with private sector job growth at only 97,000 in September, raising concerns about the labor market [8] - The leading labor market indicator from UBS fell to 75% in September from 88% in August, suggesting a potential increase in job losses [8] - The focus on labor market data is critical for the Fed's decision-making, as historical trends indicate that single employment reports can significantly influence monetary policy [13]
SBA Communications Corporation to Speak at the UBS Global Media and Communications Conference
Businesswire· 2025-11-24 15:08
Core Insights - SBA Communications Corporation is scheduled to present at two upcoming conferences: the UBS Global Media and Communications Conference on December 9, 2025, and the BofA Securities 2025 Leveraged Finance Conference on December 2, 2025 [1][4]. Company Overview - SBA Communications Corporation is a leading independent owner and operator of wireless communications infrastructure, including over 46,000 communications sites across the Americas and Africa [2]. - The company is listed on NASDAQ under the symbol SBAC and is part of the S&P 500, recognized as one of the top Real Estate Investment Trusts (REITs) by market capitalization [2]. Financial Performance - For the third quarter of 2025, SBA reported a net income of $240.4 million, equating to $2.20 per share, and an industry-leading Adjusted Funds From Operations (AFFO) per share of $3.30 [5]. - The company completed the acquisition of remaining sites from a deal with Millicom and sold its towers in Canada after the quarter ended [5]. - SBA also repurchased 958 thousand shares during the quarter [5]. Upcoming Events - The third quarter earnings release is scheduled for November 3, 2025, followed by a conference call to discuss the results [6].
X @Bloomberg
Bloomberg· 2025-11-24 14:44
The US Supreme Court refused to revive a $900,000 jury verdict won by a former UBS research strategist who claimed he was fired for not skewing his reports to help the company’s business strategies https://t.co/14qYVGygNa ...
瑞银:美联储下月会议时间“尴尬”,不排除为了数据推迟会议
Sou Hu Cai Jing· 2025-11-24 14:41
钛媒体App 11月24日消息,瑞银指出,美联储下月会议时间安排面临前一个"尴尬"的处境:其12月的 FOMC会议将在两份关键就业报告发布之前召开,而这两份报告恰恰是决定是否降息的核心数据。这促 使市场开始讨论一种可能性:美联储是否会将原定12月10日的会议推迟一周,以便在决策前掌握关键的 就业数据。回顾过往,会议时间的调整并非没有可能,1971年和1974年,美联储均曾因特殊情况推迟会 议。而从规则层面看,美联储法案仅要求FOMC每年至少召开四次会议,未对日期调整作出刚性规定。 瑞银指出,历史上单份就业报告就足以改变货币政策方向,而此次美联储则是面临失去两份报告的风 险。若真的出现会议推迟的情况,将增加政策不确定性,但可能提高决策质量。(广角观察) ...
Credit Suisse loses UK appeal against Bermudan ruling for Georgia's Ivanishvili
Reuters· 2025-11-24 13:28
A Credit Suisse subsidiary on Monday lost its appeal against a lawsuit won by former Georgia prime minister Bidzina Ivanishvili over fraud committed by a former adviser, though Ivanishvili's $607 mill... ...
4900美元!高盛瑞银集体看涨黄金,普通投资者该怎么稳健配置?
Sou Hu Cai Jing· 2025-11-24 12:29
Group 1 - The A-share market is experiencing increased volatility as many previously high-performing stocks are undergoing corrections, leading to pressure on investors who entered at higher prices [1] - Despite the volatility, multiple brokerages believe that the A-share bull market is likely to continue into 2026, with a consensus forming around this expectation [1] - Gold is highlighted as a key investment direction, especially with support from international giants, as it may provide a stable asset allocation for investors seeking to avoid market fluctuations [1] Group 2 - Goldman Sachs has raised its gold price target to $4,900 per ounce by the end of 2026, while UBS has also increased its mid-year target to $4,500 per ounce, indicating a significant shift in gold investment logic [1][3] - The underlying logic for the surge in gold prices extends beyond its traditional safe-haven status, as it is increasingly viewed as a super-sovereign currency amid a global trend of "de-dollarization" [3][5] - The share of the US dollar in global central bank foreign exchange reserves has decreased by 4 percentage points from 2018 to 2025, while gold's share has increased by 12 percentage points, indicating a growing preference for gold over the dollar [5] Group 3 - Central banks have been net buyers of gold for several years, with China's central bank increasing its gold reserves for 11 consecutive months, raising gold's share in China's foreign exchange reserves to 8.5% as of September 2025 [7] - The demand for gold is further supported by expectations of a Federal Reserve interest rate cut, which is anticipated to lower real interest rates and enhance gold's attractiveness as an asset [8] - Geopolitical risks, including conflicts and trade tensions, continue to drive demand for gold as a safe-haven asset, contributing to its price strength [8] Group 4 - The strong demand from central banks and gold ETFs is a key reason for the upward revision of gold price targets by major financial institutions, with central bank purchases offsetting the impact of rising interest rates on ETF holdings [9] - Historical data shows that gold prices have significant upside potential, having only increased by 2 times since 2018, compared to previous bull markets where prices surged much higher [9][11] - Emerging market central banks, including China, have gold reserve ratios below the global average, indicating a sustained long-term demand for gold that supports the price target of $4,900 [11] Group 5 - For ordinary investors, gold is recommended as a stable asset in their portfolio, with suggested allocation ratios of 10%-20% based on individual risk preferences [13] - It is advised to prioritize gold ETFs and linked funds for investment due to their lower costs and convenience, with South China Fund being a leading player in the domestic ETF market [14][15] - A strategy of dollar-cost averaging through regular investments in gold is recommended, with a holding period of at least 1-3 years to benefit from long-term price appreciation [16]
瑞银集团对中兴通讯的多头持仓比例降至7.81%
Xin Lang Cai Jing· 2025-11-24 09:51
Group 1 - UBS's long position in ZTE Corporation's H-shares decreased from 8.05% to 7.81% as of November 18, 2025 [1]
瑞银集团(UBS)对中兴通讯的多头持仓比例降至7.81%
Xin Lang Cai Jing· 2025-11-24 09:29
Group 1 - UBS's long position in ZTE Corporation - H shares decreased from 8.05% to 7.81% as of November 18, 2025 [1]