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UBS calls Fed easing from September, boosting equities outlook

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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