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  • UBS: Central banks on the hunt for a medicine

    03.05.2016 | 15:59

    UBS: Central banks on the hunt for a medicine

    Having explored almost all other options, markets are now speculating that monetisation could be the next step. Monetisation can look like a free lunch when interest rates are stuck at zero. But economics teaches us that there is no such thing as a free lunch, so who would end up picking up the bill?

  • UBS: Meeting the challenge of negative rates

    29.04.2016 | 09:33

    UBS: Meeting the challenge of negative rates

    Negative rates in Denmark mean that some people are receiving mortgage payments from their bank. Certain cantons in Switzerland are asking residents not to make monthly tax payments. And in Japan, people have taken to buying home safes for fear of paying interest on their bank deposits. But this era will be remembered for more than a few quirky anecdotes.

  • UBS: Print prescription

    27.04.2016 | 09:16

    UBS: Print prescription

    Increasingly extreme monetary stimulus measures are proving remarkably ineffectual at breaking the economy out of the low growth, low inflation cycle. So should central banks simply print money and pass it directly to governments or households? Monetisation may be contentious, but is it any more worse than QE? Can our central bankers and politicians be trusted to use it wisely?

  • UBS: Is China´s stimulus sustainable?

    22.04.2016 | 11:15

    UBS: Is China´s stimulus sustainable?

    Recent Chinese data suggests growth has stabilized. For some, though, growth worries have been supplanted by debt concerns. Investors are rightly asking whether China’s apparent credit-driven stimulus is sustainable.

  • UBS: Discounting discounts

    20.04.2016 | 14:31

    UBS: Discounting discounts

    In today's global society, the changing seasons might seem almost irrelevant. It is always spring or summer somewhere in the world. But seasonality still plays a surprisingly important part in the calculation of core inflation – surprising being the operative word.

  • UBS: Wer im Ruhestand ist, muss sich noch längst nicht alt fühlen

    20.04.2016 | 11:37

    UBS: Wer im Ruhestand ist, muss sich noch längst nicht alt fühlen

    Laut einer aktuellen Umfrage von UBS hat die gestiegene Lebenswartung zu einem grundsätzlichen Wandel in der Wahrnehmung des Alters geführt. Heute betrachten sich deutsche Anleger bis zum 70. Lebensjahr nicht als „alt“. Doch diese positive Entwicklung hat auch einen Nachteil: Viele Menschen erkennen im Alter von 20 bis 39 Jahren noch nicht die Notwendigkeit, bereits für ihre Rente vorzusorgen.

  • UBS: Profit motivation

    19.04.2016 | 11:15

    UBS: Profit motivation

    The function of profits used to be so simple. In part they were used to reward investors short-term, via dividend pay-outs, but in the main they supported capital expenditure to grow the business. Not so today: the incentives driving firms and their CEOs are rather different.

  • UBS: Dollar on the move - Implications for investors

    08.04.2016 | 12:05

    UBS: Dollar on the move - Implications for investors

    Investors have started to wonder whether a weaker US dollar is here to stay. March was the worst month since September 2010 for the dollar, which fell 3.8% on a trade-weighted basis. Though the currency remains around 30% higher on a trade-weighted basis than its 2008 low, it remains important to ask whether this recent weakening is justified.

  • UBS: Market expectations diverge as central banks converge

    08.04.2016 | 09:20

    UBS: Market expectations diverge as central banks converge

    Economic data has improved with central bank support, although the US looks slightly rich from a valuation perspective – we are starting to favor Asia and Europe.

  • UBS: Chinese Whispers

    05.04.2016 | 09:25

    UBS: Chinese Whispers

    The Fed is worrying again about the ongoing deceleration of China's economy and the possible ramifications of a hard landing for the global economy. The trade channel is the most obvious one through which a Chinese hard landing would be transmitted to the rest of the world. But since the direct trade exposure of developed markets to China is relatively limited, why are the markets and the Fed so worried?

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