Financial market coverage by the UBS CIO House View. The Fed is likely to tighten policy further in the coming months despite an expected hold today.
Markets are expecting no change in US monetary policy today. Federal Reserve Chair Warsh's communication style does not lend itself to offering clarity as to the policy outlook, either.
Financial market coverage by the UBS CIO House View. US equities rose on Monday amid a tech-led rally, with the Philadelphia Semiconductor Index gaining 2.8% and the Nasdaq up 0.8%.
Markets may be becalmed in anticipation of tomorrow's US monetary policy decision. However, the meeting is expected to leave interest rates unchanged and investors are skeptical that Federal Reserv...
Financial market coverage by the UBS CIO House View. The combination of diversification, income, and potential price appreciation offered by quality bonds means fixed income remains attractive desp...
Markets' optimism bias has been given some life by news that Iran and Saudi Arabia are to hold talks, with Pakistan and Turkey mediating. Oil prices have dropped a little on the news.
Copyright © 2026 Markets Recon. All Rights Reserved.
