UBS
Interest rate cuts are not a consensus! The Fed's disagreements behind the three dissenting votes revealed in the Fed's December meeting minutes.
On December 29, local time, the minutes of the Federal Reserve's December policy meeting showed that the Federal Op...
The Fed meeting minutes revealed internal divisions: the consensus on interest rate cuts is fragile, and the policy path awaits data guidance.
According to the minutes of the Federal Open Market Committee (FOMC) policy meeting held on December 9-10, 2025, althou...
US Treasury official: Economy expected to grow by 3% next year; Federal Reserve can still cut interest rates.
① U.S. Treasury officials said on Tuesday that the U.S. economy is expected to grow at a rate of 3%, and in such an env...
Is the window for interest rate cuts closed? A hawkish Fed official says there's no need to adjust interest rates in the coming months.
Beth Hammark, a hawkish official at the Federal Reserve and president of the Cleveland Fed, recently stated that after ...
What will the US stock market do next year? Which sectors should we focus on? This UBS report explains it all!
① In summary, UBS offers four recommendations for trading next year: ② Trading Recommendation 1: Regional Banks ETF (KR...
The final "super week" of 2025: Non-farm payrolls and CPI data are coming in quick succession. How many times will the Fed cut interest rates next year?
This week, US financial The heated debate in the market regarding the extent of future interest rate cuts by the Federa...
Fed mouthpiece: Faced with rare disagreement, Powell may "cut rates first, then impose limits" tomorrow.
① Nick Timuraus, known as the "Federal Reserve's mouthpiece," said on Tuesday that Fed Chairman Jerome Po...
87% probability of an interest rate cut! The Federal Reserve is about to make a major announcement! The market expects a 0.25 percentage point reduction.
The Federal Open Market Committee (FOMC) plans to deliberate on interest rates at its meeting on December 9-10. Financi...
Key data is missing! Wall Street begins to speculate: Will the Fed's December meeting be postponed?
The Federal Reserve is expected to hold its next policy meeting on December 9-10 to decide whether to cut the key feder...
Has the Fed's mouthpiece spotted something amiss? Powell's allies have paved the way for a December rate cut!
Nick Timiraos, a renowned journalist often referred to as the "new Fed mouthpiece," wrote in a new article on...
Federal Reserve voting member: Monetary policy is in the right place; a December rate cut is "unnecessary".
On Saturday (November 22) local time, Boston Federal Reserve President Susan Collins stated that she believes the Fed d...
Is the probability of the Federal Reserve not cutting interest rates in December now greater than that of a rate cut? Many people don't believe it.
Although the probability of a Fed rate cut in December has fallen below 50% in the interest rate swap market, some inve...
The Fed's "civil war" intensifies! Leading candidates for chairman support a December rate cut, while the "second-in-command" urges caution.
Ben Waller, a leading candidate to become the next Federal Reserve chair and a current Fed governor, said on Monday tha...
Expectations for interest rate cuts have cooled significantly, with the 10-year US Treasury yield rising to 4.15%. Important delayed data is about to be released.
Following the end of the US government shutdown, US Treasury yields continued to rise due to increasingly hawkish rheto...
September non-farm payrolls will be released on Thursday! Wall Street prepares for a "data overload": Is the probability of a December rate cut getting lower and lower?
The U.S. Department of Labor will release September's non-farm payroll data this Thursday. Although this is almost ...
Several Federal Reserve officials poured cold water on expectations of interest rate cuts: policy rates are already close to neutral and should not be eased too quickly.
On November 13 local time, several Federal Reserve officials spoke out to pour cold water on the market's rapidly r...
"The New Fed Watch" analyzes the prospects for a December rate cut: three major disagreements and two paths.
① Nick Timiraos, a renowned journalist often referred to as the "new Fed's mouthpiece," wrote in a recent...
A potential successor to the Federal Reserve chairman has suggested another rate cut in December.
BlackRock Rick Rieder, global chief fixed income investment officer and a potential successor to the Federal Reserve ch...
Is a December rate cut "somewhat uncertain"? Federal Reserve officials speak out: No decision has been made due to insufficient data!
Amid the US federal government shutdown and data shortfall, Chicago Fed President Austan Goolsbee, Fed Governor Lisa Co...
Gold prices hit a new record high! UBS is bullish: prices could reach $4,700 by the first quarter of next year.
UBS Global Wealth Management strategist Sagar Khandelwal recently stated that increasing political and trade-related un...