UBS calls Fed easing from September, boosting equities outlook

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UBS Wealth Management expects Fed Chair Powell to push for rate cuts at the September FOMC meeting, unless strong labor data or a surprise inflation rebound forces a pause:

  • bank projects four quarter-point cuts through January 2026, beginning in September.

UBS says that US rates likely heading lower

  • Europe already near the bottom
  • sees global equities rising over the next 6–12 months, underpinned by Fed easing and strong corporate capex trends.

This article was written by Eamonn Sheridan at investinglive.com.

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