Recurring series
UBSWeekly Global
Finvaulta tracks 6 editions of Weekly Global from UBS, published between June 8, 2026 and August 10, 2026. Each edition is summarized on its own page.
Latest edition · August 10, 2026
Weekly Global en 1664628
The report examines the impact of Middle East diplomacy on energy markets and notes that positive earnings results are broadening beyond US technology stocks.
UBS Weekly Global highlights the sharp movement in oil prices following potential progress on the Strait of Hormuz conflict and the S&P 500's strong performance, fueled by robust corporate earnings. The report advocates for a diversified investment approach across AI, power infrastructure, and longevity, while cautioning that market participants remain sensitive to upcoming US inflation data and Fed policy signals.
Read the latest edition in fullKey takeaways from the latest edition
- 1.Diplomatic progress regarding the Strait of Hormuz led to a sharp drop in oil prices, though uncertainty remains.
- 2.Strong S&P 500 earnings performance is broadening, driven by AI infrastructure, electrification, and health care.
- 3.Softer US employment data has reduced market-implied probabilities of a September Fed rate hike.
What this series covers
- What to watch in the week ahead
- Can diplomacy deliver a durable solution in the Middle East?
- Middle East diplomacy and commodities
- Global earnings and equity opportunities
- AI infrastructure and health care
- Will strong earnings continue to broaden beyond the US?
- Can power infrastructure and health care sustain their momentum?
- Chart of the week
- Non-Traditional Assets
- Global asset class preferences definitions
- Appendix
Edition archive
Series at a glance
- Editions tracked
- 6
- First edition
- June 8, 2026
- Latest edition
- August 10, 2026