Mark Haefele: Hormuz is the leading risk around higher inflation
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UBS' Haefele Says 'Not Seeing Any Panic' Among Clients Over Iran Risks | Haystack News
UBS' Haefele Says 'Not Seeing Any Panic' Among Clients Over Iran Ri…
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UBS : Mark Haefele ne constate "aucune panique" chez ses clients face aux risques liés à l'Iran
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Haefele: We've seen the \"new normal,\" but for stocks to move higher, we need the \"more normal\"
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Haefele: We've seen the \"new normal,\" but for stocks to move h…
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Haefele: A lot of investors still haven't made the rotation into the \"reflation\" trade
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May 26, 2021
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UBS' Mark Haefele: There is upside if we continue to see strength in AI, power and resources trend
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Geopolitical overhang makes investing in China tricky says UBS…
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The market is definitely not pricing in a ‘real recession’ here, says UB…
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UBS' Haefele: Seeing some opportunities emerging in the glob…
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Haefele: For the S&P 500 to rally, the mega-cap stocks can't pull back
Sep 15, 2023
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Haefele: There's still some room for market appreciation even as the F…
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Haefele: The dollar is absorbing a lot of the shock
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Haefele: Odds of recession in next 6 months are lower than 50%, so th…
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Haefele: with the cash rate coming down, now is a great time to mov…
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