UBS maintains a positive outlook for global equities as AI demand and easing supply-chain pressures support a broadening market rally. Central banks are expected to maintain steady policy, avoiding aggressive rate hikes.
Key Takeaways
- 1.Global equities maintain a positive outlook with expectations for broadened market leadership.
- 2.AI-related capital expenditure and demand are expected to continue supporting market gains.
- 3.Central banks, including the Federal Reserve, are not expected to hike rates aggressively.
Table of Contents
- Thought of the day
- AI-related growth should continue to underpin market gains.
- A catch-up from cyclical sectors could broaden the rally.
- What to watch: 2 July
- Central bank policies should not be an obstacle to further equity gains.
- Caught our attention
- Market update
- Appendix
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Authors
Ulrike Hoffmann-BurchardiMark HaefeleDaisy TsengDavid LefkowitzNadia Lovell
Securities
SPXNikkei 225
Themes
AI Infrastructure InvestmentCorporate Governance Reforms in Japan
Regions
GlobalEuropeUnited StatesJapanAustralia