- Analiza
- Novosti i instrumenti
- Vesti sa tržišta
- Equity rally has further to run despite stagflation fears – UBS
Equity rally has further to run despite stagflation fears – UBS
Amid surging energy prices, fears of stagflation dominated the early part of last week, but signs of progress on US fiscal negotiations helped equities finish the week in positive territory. Economists at UBS continue to see equity upside and recommend buying the winners from global growth, including energy and financials.
Stagflation fears are overdone
“Our base case is that while growth rates may have peaked, growth will remain robust in the coming quarters while inflation recedes from this year’s spike. Clearly, stagflation would undermine this scenario, but we think these fears are overdone.”
“We expect only a modest impact on growth and inflation from the current increase in energy prices. The risk to our analysis is a harsh Northern Hemisphere winter that causes energy prices to spike again, disrupts industrial production and delivers a larger hit to GDP.”
“We continue to see equity upside and recommend buying the winners from global growth, including energy and financials. Given that part of the rise in energy has been due to the run down in investment in fossil fuels, we believe investing in traditional energy and industrial metals as well as in greentech is a diversified, realistic way to participate in the transition to net-zero carbon.”
© 2000-2024. Sva prava zaštićena.
Sajt je vlasništvo kompanije Teletrade D.J. LLC 2351 LLC 2022 (Euro House, Richmond Hill Road, Kingstown, VC0100, St. Vincent and the Grenadines).
Svi podaci koji se nalaze na sajtu ne predstavljaju osnovu za donošenje investicionih odluka, već su informativnog karaktera.
The company does not serve or provide services to customers who are residents of the US, Canada, Iran, The Democratic People's Republic of Korea, Yemen and FATF blacklisted countries.
Izvršenje trgovinskih operacija sa finansijskim instrumentima upotrebom marginalne trgovine pruža velike mogućnosti i omogućava investitorima ostvarivanje visokih prihoda. Međutim, takav vid trgovine povezan je sa potencijalno visokim nivoom rizika od gubitka sredstava. Проведение торговых операций на финанcовых рынках c маржинальными финанcовыми инcтрументами открывает широкие возможноcти, и позволяет инвеcторам, готовым пойти на риcк, получать выcокую прибыль, но при этом неcет в cебе потенциально выcокий уровень риcка получения убытков. Iz tog razloga je pre započinjanja trgovine potrebno odlučiti o izboru odgovarajuće investicione strategije, uzimajući u obzir raspoložive resurse.
Upotreba informacija: U slučaju potpunog ili delimičnog preuzimanja i daljeg korišćenja materijala koji se nalazi na sajtu, potrebno je navesti link odgovarajuće stranice na sajtu kompanije TeleTrade-a kao izvora informacija. Upotreba materijala na internetu mora biti praćena hiper linkom do web stranice teletrade.org. Automatski uvoz materijala i informacija sa stranice je zabranjen.
Ako imate bilo kakvih pitanja, obratite nam se pr@teletrade.global.
Банковни транcфери
