All United States articles – Page 8
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White papersThe enduring power of dividends
Dividend strategies can be a valuable addition to investors’ portfolios, offering the potential for steady income and long-term growth. They have been overlooked lately, but in a world of lower stock market returns and uncertainty, it may be time for investors to rediscover the enduring power of dividends.
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White papersWhat keeps central banks awake in 2025?
Insights from the 31st UBS Reserve Management Seminar
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White papersThe flight from the dollar
Will capital continue its slow yet steady flight from the US?
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White papersJune jobs report: Tighter immigration policy complicating the outlook
June’s U.S. jobs report showed stronger-than-expected gains, but a shrinking labor force—driven in part by tighter immigration policies—is complicating the broader economic outlook. This dynamic could challenge the Fed’s policy path moving forward.
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White papersA market guide to deregulation
Deregulation is emerging as a potential counterbalance to rising trade barriers and political uncertainty in the U.S., with pro-growth policies expected to support economic momentum. Sectors like energy, industrials, financials, and small caps—most sensitive to regulatory changes—stand to benefit the most.
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White papersHotels and offices: From operational upside to demand uncertainty in the age of AI
AI is boosting operational efficiency in hotels, while the long-term impact on office demand remains uncertain. Over time, rising productivity could support renewed interest in high-quality office space.
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White papersUnexpect the Expected – The World According to Trump
The dramatic changes to U.S. tariffs settings challenges the financial market’s Trump pro-growth market narrative which heralded the start of 2025. Instead, investors now face conditions which look likely to invoke a global economic slowdown, if not recession, with significant pressure on corporate earnings from higher costs together with unsettled consumer demand and production patterns.
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White papersNATO pledges for more defence outlay
“Renewed security challenges in a fragmented world indicate that Europe must strengthen its strategic autonomy. NATO’s latest declaration to raise defence spending may present such an opportunity for the region.”
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White papersThe great uncoupling: Is this the end of dollar domination?
Typically in times of crisis, Treasury yields fall, while the US dollar strengthens. Now, we are seeing the dollar tumble, while Treasury yields are rising – a signal that investors’ unshakeable faith in the US as a safe haven has begun to crumble. Where will investors turn in this new paradigm?
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White papersU.S. equities supported by a solid economy
U.S. equities remain near record highs, supported by strong consumer spending, tight labor markets, and healthy corporate balance sheets. These solid fundamentals help offset concerns around policy and geopolitical risks.
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White papersThe evolving Israel-Iran conflict
Over the weekend, the United States launched airstrikes on three key Iranian nuclear sites, Iran responded on Monday by launching missiles at the US’s Al Udeid Air Base in Qatar. The missiles were shot down and resulted in no casualties – Trump thanked Iran ‘for giving us early notice’. Following these developments, on Monday, a ceasefire between Israel and Iran was announced, but as of now, it remains unclear if it will hold. The weakened Iranian regime faces growing pressure.
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White papers2025 Mid-year update: Inside Real Estate outlook
Commercial real estate is steadily recovering in mid-2025, supported by stronger debt markets and rising income returns. Key opportunities lie in sectors like data centers, residential, and healthcare, where fundamentals remain solid.
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White papersNil, Baby, Nil: Stagnating Oil Production Growth in the U.S.
Commodities Spotlight | June 2025
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White papersUS enters Israel-Iran conflict
Over the weekend, the United States launched airstrikes on three key Iranian nuclear sites, escalating tensions in the Middle East. While the full extent of the damage remains unclear, we expect Iran to retaliate, though likely in a manner aimed at avoiding deeper US involvement.
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White papersMiddle East Conflict: From Diplomacy to Disruption
U.S. strikes in Iran have escalated the conflict. What should investors watch for next?
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White papersThe Beige Book Goes into the Red as U.S. Growth Stalls
We remain cautious about the economic outlook. Consumer spending and the labor market remain stable in aggregate, but both qualitative and quantitative indicators related to business output and business uncertainty give us pause. Indices from the Institute of Supply Management (ISM) show weakening activity with rapidly increasing input ...
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White papersWhat Lies Ahead in the Next 100 Days?
Amid global trade tensions and new questions about how economies will interact going forward, the path ahead lacks clarity. For now, uncertainty may play a lead role in how global economies and markets perform-until the fog begins to clear.
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White papersThe winners and losers of the bifurcated housing market
U.S. housing markets are becoming increasingly polarized: regions with abundant inventory face sluggish demand and price normalization, while commercial real estate benefits from attractive income-driven returns under improved financing conditions.
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White papersThe Fed’s strategic pause: the calm before the cuts
In its June meeting, the U.S. Federal Reserve maintained current interest rates, pointing to ongoing tariff-related uncertainties. Nevertheless, the Fed indicated that two rate reductions remain probable before year-end.
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White papersJune FOMC meeting: Ignore the dot plot in this uncertain environment
The Fed held rates steady at 4.25 – 4.50% in June and Chair Powell emphasized that, amid elevated uncertainty, the dot plot projections shouldn’t be taken as commitments—signaling a cautious, data-dependent pause for now.
