You Searched For "Jason Draho" and got 20 results
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5 mins read
How the Fed's plan to let inflation run hot could completely upend the way the market functions
The central bank's new framework stands to drive a regime change that replaces a decade of weak exp…
Ben Winck
3 mins read
Recent market returns suggest investors are prepping for weaker US recovery, UBS says
Last week's market moves "are consistent with investors seeking (relatively) safe assets" and growi…
Ben Winck
2 mins read
A 'Roaring '20s' economy is becoming more likely as bullish factors stack up, UBS says
"It's no longer too soon nor too optimistic to suggest that the US will experience a Roaring '20s e…
Matthew Fox
2 mins read
The big rotation trade is from cash to stocks - and it could help push the S&P 500 up 17% by year-end, UBS says
A record $6 trillion in money market funds could flow into the stock market as the Federal Reserve …
Matthew Fox
2 mins read
From a melt-up to a sell-off, the next 2 weeks will determine the stock market's direction for the summer
"Inflation and NVIDIA earnings data that exceed expectations could set the stage for an early summe…
Matthew Fox
2 mins read
4 reasons the stock rally is likely safe from a major slip-up, according to a UBS asset-allocation chief
"Good fundamental macro and micro factors are lifting US equities higher, with investors differenti…
Filip De Mott
4 mins read
It finally looks like the US economy is sticking its soft landing
A soft landing is here or in sight, depending on who you ask, based on inflation data, jobs data, a…
Madison Hoff
2 mins read
Nvidia's earnings could mark the start of the Roaring '20s for the US economy
The question may not be whether the economy enters a Goldilocks scenario but a red-hot return to th…
Phil Rosen
1 min read
The US economy may be reliving the 'roaring '20s' – and that means growth, inflation, and rates will all stay high, UBS says
The US economy's resilience this year could set the stage for a "roaring '20s" decade of high growt…
George Glover
2 mins read
Recession will hit the US in 2024 – so get ready for massive interest-rate cuts, UBS says
The Federal Reserve will slash borrowing costs by an eye-popping 275 basis points next year, the Sw…
George Glover
4 mins read
Fed rate hikes are creeping back into the conversation
Wall Street strategists expect the Fed to stay cautious, and ex-Treasury Secretary Larry Summers sa…
Phil Rosen
2 mins read
Inflation has cooled, but investors risk being caught off guard by a 'head fake' that could halt the latest stock-market rally
Decelerating headline inflation has aided a jump in stocks so far this year, but keep watch for "st…
Carla Mozée
2 mins read
Heavy stock-market volatility should run into 2023 as investors gauge whether the economy will have a soft or hard landing, says UBS
S&P 500 volatility is on deck for 2023 as investors update their economic outcome probabilities in …
Carla Mozée
2 mins read
US stocks trade mixed as investors assess cooler April inflation data
The tech-heavy Nasdaq Composite fronted gains in US stocks as inflation rose less than expected in …
Carla Mozée
2 mins read
A bull rally in stocks will be unsustainable until the Fed has 'undoubtedly pivoted' from its rate-hike campaign, says UBS
'If elevated wage growth persists ... hawkish Fed rhetoric is likely to ramp up again," the bank sa…
Carla Mozée
2 mins read
Wall Street is warning investors not to try to time the bottom in stocks, with the bear market potentially dragging on into 2023
Strategists at big banks like Goldman Sachs and Morgan Stanley have warned investors not to buy sto…
George Glover
3 mins read
Commercial real estate is being rattled by this year's crises. A recession in the sector might be at hand, experts say.
Insider's Phil Rosen dives into the commercial real estate sector and the decline in lending in the…
Phil Rosen
1 min read
US stocks fall to extend Friday's steep declines as investors grapple with hawkish Fed policy outlook
US stocks slid Monday as investors continue to sell risk assets after Federal Reserve chair Jerome …
Brian Evans
4 mins read
Russia's economy hasn't cratered since Putin ordered the invasion of Ukraine even though Wall Street thought it was inevitable. Here's what to know.
Wall Street's biggest firms predicted a severe economic downturn to hit Russia after it invaded Ukr…
Phil Rosen
2 mins read
Investors have seen triple-digit returns on some 2019 IPOs, but UBS think there are 2 key reasons it could cool by midsummer
"There needs to be an actual supply of IPOs, ideally by unicorns, for a hot market to even exist," …