Tech Selloff: UBS Is 'Bullish' on AI, Sees Fed Cuts Boosting Equities
Bloomberg Televisionยท2025-08-20 07:38
Should your clients be buying the dip in tech after the sell off we saw yesterday and the ongoing dip we're seeing in European defence names. Yeah. So we leaned still in on the bullish side when it comes to I am not going to lie on on that growth is long duration assets they tend to like fed cutting interest rates.We think they're going to do the same this time around. When we look at technology is still the sector that we expect to see very close to a 20% earnings growth from this year, outpacing by five. ...