Topic
Natural Gas
Research on natural gas markets. Coverage includes Henry Hub and TTF prices, US production, storage levels, and seasonal demand. Analysis of pipeline infrastructure, export capacity, and utility demand.
1159 reports available
Weekly Commentary: Falling Yields Reinforce Equity Market Resilience
Professor Siegel highlights market resilience driven by easing yields, falling energy prices, and the AI investment cycle, while clarifying that the equity risk premium remains attractive when compared to real rates.
Farewell to Globalization
UBS Economist Paul Donovan argues that while manufactured exports are becoming increasingly regionalized within blocs like the EU and NAFTA, services and commodities maintain global trade patterns.
Extending the Ceasefire
UBS reports caution in energy markets over US-Iran ceasefire terms while noting mixed inflation signals across Japan and Germany.
AUD High Yielding Commodity Currency
UBS maintains an 'Attractive' rating on the AUD, raising its AUDUSD target to 0.76 by mid-2027 driven by Australia's high yields and commodity exports. The bank favors unhedged exposure for investors diversifying away from the US dollar.
Fundamentals Remain Solid Amid Uncertainty
UBS maintains an optimistic outlook on global equities, targeting an S&P 500 level of 7,900 by year-end despite sticky inflation pushing Fed rate cut expectations to December. Strength in corporate earnings and AI adoption remain the primary drivers of market performance.
Inside Commodities
The report highlights critical supply constraints in U.S. oil due to record-low DUC counts and examines China's entrenched dominance in the rare earths talent pipeline. It also covers significant M&A activities in the power sector and price volatility in tin and renewable fuel credits.