The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
markets brace for recession as consumer stocks face downward pressure
UBS analysts warn that consumer discretionary stocks are facing increased downward pressure as markets rapidly adjust to a potential U.S. recession fueled by tariffs. With rising inflation concerns and uncertainty affecting investment plans, these stocks have underperformed, leading to significant downgrades in earnings expectations. A notable shift from cyclical consumer stocks to more defensive sectors is also occurring, as tariff-sensitive stocks have seen a 20% decline relative to the market.
ubs forecasts nearly 10 percent rise for msci ac world index
UBS projects a nearly 10% rise for the MSCI AC World index by year-end, citing factors like a positive risk appetite and a favorable bull-bear ratio. The bank anticipates a 5% EPS growth for the index in 2025, while maintaining an overweight position on European equities with a 6% upside potential. Despite market volatility, UBS sees no imminent recession risks, although US trade policy remains a key concern.
Seems like the connection with the server has been lost. It can be due to poor or broken network. Please hang on while we're trying to reconnect...
Oh snap! Failed to reconnect with the server. This is typically caused by a longer network outage, or if the server has been taken down. You can try to reconnect, but if that does not work, you need to reload the page.
Oh man! The server rejected the attempt to reconnect. The only option now is to reload the page, but be prepared that it won't work, since this is typically caused by a failure on the server.