{
Solita Marcelli

People

}
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market poised for further gains amid strong growth and fed rate cuts

Recent macroeconomic data and strong third-quarter earnings from major tech companies indicate potential for further market rallies. The US economy grew at an annualized rate of 2.8%, driven by consumer spending, while the Federal Reserve is expected to implement rate cuts, supporting equities. The ongoing AI growth trend is also anticipated to bolster stock performance, particularly in AI-linked sectors.
global
United States Dollar Aqua Metals, Inc. Alphabet Inc. Microsoft Corporation USA Solita Marcelli Vincent Heaney Mark Haefele Dean Turner Brian Rose Show more
TradFi, Market Report
17:18 31.10.2024

gold remains a safe haven amid rising uncertainty and low interest rates

Gold has reached another all-time high, driven by central bank easing and rising uncertainties surrounding the U.S. election and geopolitical tensions in the Middle East and Ukraine. UBS Global Wealth Management recommends a diversified portfolio with a 5% allocation to gold, as lower interest rates diminish cash returns, prompting investors to seek safer assets.
MarketWatch
UBS AG Solita Marcelli
TradFi, Market Report
19:22 25.10.2024

markets brace for volatility ahead of us elections as jobless claims decline

Asia-Pacific markets are poised for a lower open ahead of Japan's elections, while Tokyo sees a slowdown in inflation. Morgan Stanley highlights a transformation in the electricity sector, predicting significant benefits for power producers and utilities, with three stocks showing over 40% upside potential. Despite recent market volatility, UBS and Citi's wealth head express optimism for U.S. equities, anticipating a rally post-election as uncertainty diminishes. Meanwhile, initial unemployment claims fell to 227,000, although continuing claims rose to nearly 1.9 million, reflecting mixed impacts from recent hurricanes and strikes.
CNBC
Citizens, Inc. Apple Inc. Morgan Stanley Amazon.com, Inc. UBS AG Ganesh Rao Andy Sieg Amala Balakrishner Giorgio Viera Solita Marcelli Show more
Finance & Economy, Market Report
01:46 25.10.2024

us corporate earnings remain strong despite market volatility and rising yields

Investor sentiment has weakened amid rising Treasury yields, with the S&P 500 experiencing its longest losing streak since early September. Despite this, corporate earnings remain solid, with expectations for 5-7% growth in Q3 and an overall 11% increase for 2024, supported by resilient economic conditions. The Federal Reserve is anticipated to implement further rate cuts, aiming to sustain growth as inflation declines, while market volatility is expected to persist leading up to the US presidential election.
global
United States Dollar USA Solita Marcelli Mark Haefele Sundeep Gantori David Lefkowitz Daisy Tseng Show more
TradFi, Market Report
18:17 24.10.2024

impact of a depreciating us dollar on investment strategies

The US dollar has recently strengthened against key trading partners, driven by rising Treasury yields and stronger-than-expected economic data. However, concerns over fiscal policy and a potential second Trump administration may pressure the dollar, prompting investors to consider hedging strategies and diversifying into other currencies. As inflation shows signs of slowing, the Federal Reserve is expected to adopt a more neutral stance on interest rates, further influencing currency dynamics.
global
United States Dollar Euro Australian Dollar British Pound Sterling USA Solita Marcelli Mark Haefele Daisy Tseng Brian Rose Constantin Bolz Show more
TradFi, Market Report
15:30 23.10.2024

ubs recommends quality fixed income amid rising yields

UBS Group recommends that investors allocate excess cash into quality fixed income as the rate-cutting cycle diminishes cash returns. Solita Marcelli, chief investment officer Americas, highlights investment-grade bonds as Attractive and suggests exploring diversified fixed income strategies for enhanced portfolio income.
MarketWatch
United States Dollar UBS Group AG Solita Marcelli
TradFi, Market Report
17:33 22.10.2024

fixed income outlook positive amid economic resilience and potential rate cuts

US Treasuries are under pressure due to rising global public debt and increased odds of a Trump presidency, with markets anticipating higher Treasury supply from a growing deficit. Despite this volatility, the macroeconomic environment remains favorable for fixed income, supported by a resilient economy and expected interest rate cuts from the Fed, which could lower Treasury yields. Investment-grade corporate bonds are projected to deliver solid returns, prompting a recommendation for investors to allocate excess cash into quality fixed income assets.
global
United States Dollar USA Solita Marcelli Mark Haefele Frederick Mellors Daisy Tseng Vincent Heaney Show more
TradFi, Market Report
16:48 22.10.2024

asia markets decline as hyundai shares drop and gold hits record high

Asia markets mostly declined following a slip in major U.S. indexes, with Hyundai Motor India shares dropping over 5% on their debut after a $3.3 billion IPO. Meanwhile, YG Plus shares surged nearly 30% after a collaboration track by Blackpink's Rosé topped streaming charts. Gold prices hit a record high of $2,700 per ounce, driven by central bank buying and macroeconomic uncertainties, while JPMorgan highlighted potential catalysts for a rally in Xpeng shares.
CNBC
South Korean Won United States Dollar Indian Rupee JPMorgan Chase & Co. Hyundai Motor XPeng Inc. Scotiabank Covered Bond GP Inc. IND KOR USA Nick Lai Neel Kashkari John Reade Solita Marcelli Michael Widmer Show more
Finance & Economy, Market Report
01:53 22.10.2024

investors advised to stay the course amid election uncertainty and market volatility

US equities are at record highs as the presidential election approaches, with the S&P 500 experiencing its longest winning streak this year. Despite election-related volatility, a well-structured portfolio can endure, and historical data suggests equities typically rise during election periods. Investors are advised to stay invested, considering potential hedges if concerned about outcomes, as the election results may take weeks to finalize.
global
United States Dollar USA Kurt Reiman Vincent Heaney Mark Haefele Daisy Tseng Solita Marcelli Show more
TradFi, Market Report
17:54 21.10.2024
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