CNBC Oct 21
Why UBS Global Wealth's Rechtschaffen sees the S&P hitting 8,100 by year-end 2026
cnbc.com/video/2026/10/21/why-ubs-rechtschaffen-sees-sp-hitting-8100-by-year-end-2026.html
UBS relocation from Switzerland: The 4 scenarios examined: UBS resists stricter Swiss equity capital rules - | triggering a new wave of relocations | and merger ...
bilanz.ch/unternehmen/ubs-wegzug-aus-der-schweiz-die-4-szenarien-im-check/g5n179t
Wall Street's Most Accurate Analysts Weigh In On 3 Consumer Stocks With Over 3% Dividend Yields - Genuine…
benzinga.com/trading-ideas/dividends/26/10/62434912/wall-streets-most-accurate-analysts-weigh-in-on-3-consumer-stocks-with-over-3-dividend-yields-3
Larry Ellison pledged Oracle, Tesla and SpaceX stock for loans before son's Warner deal closed
qz.com/larry-ellison-pledged-stock-loans-warner-bros-deal-102126
Gold: UBS would buy at this level: UBS remains optimistic about gold prices, expecting $5,400 per ounce in 2027, despite short-term setbacks and the influence of ...
deraktionaer.de/artikel/aktien/gold-auf-diesem-niveau-wuerde-die-ubs-kaufen-20416187.html
Bank of America fined $1.2 billion by US government for failing to police suspicious activity
reuters.com/legal/legalindustry/bofa-fined-12-billion-by-us-government-failing-police-suspicious-activity-2026-10-13/
CNBC Oct 13
Wells Fargo remains a good stock to own over the long term despite mixed Q3 results: UBS’s Najarian
cnbc.com/video/2026/10/13/ubsa-erika-najarian-on-bank-earnings.html
UK government courted UBS over London HQ move: Former UK Chancellor Rachel Reeves pitched the City as an alternative home for the Swiss bank ...
swissinfo.ch/eng/swiss-economy/uk-government-courted-ubs-over-london-hq-move/92226761
Rumors about UBS leaving: Brits want to bring the bank to London: Various rumors about UBS leaving | and merging are circulating. The Swiss banking giant is ...
bilanz.ch/unternehmen/geruechte-um-wegzug-der-ubs-briten-wollen-bank-nach-london-holen/1l87te1
After France, is Italy next? Goldman Sachs flags bond risks as Rome's deficit widens
cnbc.com/2026/10/11/italy-government-bonds-sovereign-debt-giorgia-meloni.html
Earnings season is heating up. UBS thinks these stocks could beat expectations: The investment bank called out a few names whose results are likely to impress ...
cnbc.com/2026/10/14/ubs-thinks-these-stocks-could-beat-expectations-this-earnings-season.html
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UBS sounds the alarm: These stock market darlings are extremely expensive: UBS warns of 56 overvalued US stocks, including Intel and Walmart. Weak earnings ...
boerse-online.de/nachrichten/aktien/extrem-ueberteuert-ubs-warnt-jetzt-vor-diesen-bekannten-aktien-20412824.html
CNBC Sep 29
UBS’ Alli McCartney on why equity rally can continue, where to invest now: Alli McCartney, UBS Private Wealth Management managing director, joins 'Squawk on ...
cnbc.com/video/2026/09/29/ubsa-alli-mccartney-on-why-equity-rally-can-continue-where-to-invest-now.html
CNBC Oct 06
UBS CEO Sergio Ermotti: You need to be in the U.S. to be successful: UBS CEO Sergio Ermotti joins 'Squawk on the Street' to discuss the firm’s U.S ...
cnbc.com/video/2026/10/06/ubs-ceo-sergio-ermotti-you-need-to-be-in-the-u-s-to-be-successful.html
Advisors to the ultra-wealthy steer clients back to bonds as yields climb: Investors have a 'generational opportunity' to create ballast in their portfolio as ...
cnbc.com/2026/10/10/advisors-to-the-ultra-wealthy-steer-clients-back-to-bonds.html
New risk of escalation in the Iran conflict: Oil prices rise sharply - | Chevron, BP, Shell & Co. increase
deraktionaer.de/artikel/mobilitaet-oel-energie/neue-eskalationsgefahr-im-iran-konflikt-oelpreise-ziehen-massiv-an-chevron-bp-shell-co-steigen-20413195.html
Investing 10,000 Euros: Three Investment Ideas for the Year-End Rush: Reinvesting 10,000 euros: How investors can strategically add cybersecurity, Chinese stocks ...
wiwo.de/finanzen/geldanlage/10.000-euro-anlegen-drei-anlageideen-fuer-den-jahresendspurt/100258585.html
Here's how high the 10-year Treasury yield needs to rise before income investors should worry, according to UBS
cnbc.com/2026/10/02/heres-how-high-the-10-year-treasury-yield-needs-to-rise-before-income-investors-should-worry-according-to-ubs.html
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UBS benefits from geographical and political diversification: Also: An activist approaches Landis+Gyr, ABB focuses on direct current, Bossard has tailwinds ...
themarket.ch/unternehmen/wie-realistisch-ist-ein-wegzug-der-ubs-ld.17809
The next weak link in Europe’s bond market? UBS has a new short position : UBS Investment Bank sees a new pressure point in Europe's sovereign debt space amid ...
cnbc.com/2026/10/02/bonds-selloff-yields-ubs.html
Paid articlePaywallOpinionHow and why UBS could leave Switzerland: Finance Minister Karin Keller-Sutter says the $153 bln bank is unlikely to quit its home country despite stricter ...
reuters.com/commentary/breakingviews/how-why-ubs-could-leave-switzerland-2026-09-30/
Gold hits 7-week low as oil-driven inflation fears boost rate-hike bets: Traders see a 70.3% chance of a Fed rate hike in October, CME's FedWatch Tool showed ...
khaleejtimes.com/business/gold-hits-7-week-low-as-oil-driven-inflation-fears-boost-rate-hike-bets
UBS makes bold call as CoreWeave faces $35 billion problem
Read more: UBS makes bold call as CoreWeave faces $35 billion problem
UBS makes bold call as CoreWeave faces $35 billion problem
Read more: UBS makes bold call as CoreWeave faces $35 billion problem
Capital rules for UBS: Experts disagree on Council of States decision: The stricter capital requirements adopted by the Council of States for the major bank are ...
nzz.ch/wirtschaft/ein-extremer-sonderweg-oder-ein-gelungener-kompromiss-das-sagen-experten-zu-den-kapitalregeln-fuer-die-ubs-ld.10025141
Zurich will lead the world in real estate bubble risks in 2026: According to the UBS Global Real Estate Bubble Index 2026, Zurich has the highest risk of a real ...
bilanz.ch/invest/immobilien/zuerich-hoechstes-risiko-fuer-immobilienblase-weltweit-2026/kkhr6ge
OpinionCommentary on UBS regulation: Authorities distrust themselves: The decision to impose stricter capital requirements ignores the fact that the bank is already ...
nzz.ch/meinung/der-staenderat-will-eine-vollkasko-loesung-fuer-die-ubs-den-preis-wird-die-schweizer-wirtschaft-zahlen-ld.10025093
The Council of States shows toughness on the UBS capital issue: More capital, specifically hard equity, increases the scope for action in a crisis at the major ...
themarket.ch/unternehmen/der-staenderat-zeigt-bei-der-kapitalfrage-der-ubs-haerte-ld.17759
This could infrastructure stock has been hit hard of late. UBS says to buy it: The investment bank initiated coverage with a buy rating.
cnbc.com/2026/09/23/this-could-infrastructure-stock-has-been-hit-hard-of-late-ubs-says-to-buy-it.html
Paid articlePaywall UBS resets Palantir stock price target for the rest of 2026
Read more: UBS resets Palantir stock price target for the rest of 2026
Stock market shrugs off geopolitical risk as UBS says drawdowns are short-lived: Chart of the Day
finance.yahoo.com/markets/article/stock-market-shrugs-off-geopolitical-risk-as-ubs-says-drawdowns-are-short-lived-chart-of-the-day-120718024.html
Modi plans Canada trip for trade deal: Pierre Ouimet, head investment strategist at UBS, joins BNN Bloomberg to provide an outlook for the Canadian markets.
bnnbloomberg.ca/video/shows/the-open/2026/09/23/modi-plans-canada-trip-for-trade-deal/
UBS CEO Ermotti warns against strict capital regulations: Shortly before the Council of States vote on capital regulations, UBS CEO Sergio Ermotti sounds the ...
bilanz.ch/unternehmen/ubs-chef-ermotti-warnt-vor-strengen-kapitalvorschriften/nmbhpws
Swiss Senate backs 90% CET1 capital backing for UBS: The Swiss Senate has backed tough new capital rules for UBS, requiring the banking giant to finance 90% of ...
swissinfo.ch/eng/finance-banking/swiss-senate-backs-90-cet1-capital-backing-for-ubs/92104300
Edoardo Ermotti, son of Sergio Ermotti, is a successful investor.: He is on the "Bilanz" list of the "100 Richest Under 40" and a venture capitalist: Edoardo ...
bilanz.ch/people/der-sohn-von-ubs-chef-sergio-ermotti-startet-als-investor-durch/n4zzzr9
Paid articlePaywall Liberal thoughts on the UBS capital question: The major bank and the state government are struggling over future capital funding. The scientific evidence ...
themarket.ch/unternehmen/liberale-gedanken-zur-kapitalfrage-der-ubs-ld.17667
Domestic chip supplier: 70% share price potential - | starting now!: UBS raises its price target for Siltronic to €120 and expects rising demand for wafers ...
deraktionaer.de/artikel/aktien/heimischer-chip-zulieferer-70-kurspotenzial-ab-jetzt-20409087.html
Is Parliament now doing what UBS wants?: How years of UBS lobbying prevented stricter rules despite the CS collapse.
republik.ch/2026/09/16/macht-das-parlament-nun-was-die-ubs-will
Axel Weber: “I’m going with the MEGA motto: ‘Make Europe great again’”: The former president of the Bundesbank has sold all of his U.S. stocks and ...
handelsblatt.com/finanzen/maerkte/axel-weber-ich-setzte-auf-das-motto-mega-make-europe-great-again/100246543.html
Key FactsAxel Weber turns to Europe for individual-stock investments
Aug 25, 2026 · Reading time: ~45 sec.
Summary created with AI assistance · Source: handelsblatt.com
Summary created with AI assistance · Source: handelsblatt.com
- After Donald Trump's inauguration in early 2025, Weber sold all his US shares, including technology stocks, but still holds some globally diversified ETFs.
- His European investments focus on financial companies and industry, particularly defense, infrastructure, energy and technology.
- According to Weber, both portfolios rose nearly twice as strongly as the S&P 500 over the past two years, with their performance documented monthly on his website.
- Weber sees Europe as the main avenue for structural reforms and prioritizes completing the EU capital markets union, startup-focused capital-market legislation and more efficient energy policy.
I’m betting on the MEGA motto: 'Make Europe great again.' With that, I also want to give my American friends in the MAGA faction a bit of a counterpunch. After US President Donald Trump took office in early 2025, I sold all my US stocks—including the big tech names. I don’t want Trump in my portfolio.— Axel Weber, in an interview with Handelsblatt, explaining his MEGA strategy and his decision to sell US stocks.
HDFC Bank says Bahrain court rejects all seven Credit Suisse AT1 claims: Bahrain High Civil Court rejected two investor cases on September 9 after five similar ...
business-standard.com/industry/banking/hdfc-bank-says-bahrain-court-rejects-all-seven-credit-suisse-at1-claims-126091001201_1.html
NuScale Power Price Target Cut to $6.00/Share From $10.00 by UBS
finance.yahoo.com/markets/stocks/articles/nuscale-power-shares-fall-3-122033275.html
A Fed rate hike is coming into view. Here’s what UBS says to own — and avoid : A strong August jobs report boosted Fed rate-hike odds, bringing a range of ...
cnbc.com/2026/09/07/ubs-federal-reserve-interest-rate-hike-investing.html
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Canadian Armed Forces contract could boost this TSX drone maker 59%, says analyst
financialpost.com/investing/defence-contract-boost-tsx-drone-maker-59
'Ultravolt' shock! Polycab, KEI & others crash up to 8% on de-rating fears: Nuvama said UltraTech's scale ambition could intensify industry competition and its ...
business-standard.com/markets/news/ultravolt-shock-polycab-kei-others-crash-up-to-8-on-de-rating-fears-126090400270_1.html
UBS equity capital: Keller-Sutter criticizes Council of States decision: The Council of States committee wants to back UBS with only half of its capital ...
tagesanzeiger.ch/ubs-eigenkapital-keller-sutter-kritisiert-staenderatsvorschlag-342686655540
CNBC Aug 25
Excitement, expectation about Nvidia, says UBS’ Alli McCartney on part of reason for market bounce
cnbc.com/video/2026/08/25/excitement-expectation-about-nvidia-says-ubsa-alli-mccartney-on-part-of-reason-for-market-bounce.html
Earnings upside for this defense giant isn't being appreciated by investors, says UBS
cnbc.com/2026/09/08/earnings-upside-for-this-defense-giant-isnt-being-appreciated-by-investors-says-ubs.html
Paid articlePaywallUBS forecasts two US Fed rate hikes in 2026 after strong jobs report: UBS expects the Federal Reserve to raise interest rates by 25 basis points each in ...
reuters.com/business/ubs-forecasts-two-us-fed-rate-hikes-2026-after-strong-jobs-report-2026-09-07/
Wccftech Sep 03
China Trails ASML’s Advanced EUV Chip Making Technology By 10 Years, Says Investment Bank UBS As Progress Is Stuck At ASML’s 2004 Level
wccftech.com/china-trails-asmls-advanced-euv-chip-making-technology-by-10-years-says-investment-bank-ubs-as-progress-is-stuck-at-asmls-2004-level/
Miners And More Lead Slew Of Stocks To Watch — With This Line In Focus: Miners like Southern Copper and Newmont lead this screen of stocks to watch in or near ...
investors.com/research/breakout-stocks-technical-analysis/stocks-to-watch-breakout-buy-points-markets-investing/
Jürg Lutz: Is the financial weapon of mass destruction back?: The apprentice sorcerers of the investment banks are working on the accelerant of the next ...
themarket.ch/makro-maerkte/neue-anlagewelt-ist-die-finanzielle-massenvernichtungswaffe-zurueck-ld.17528
Incoming Swiss banking chief warns against regulatory over-reach: Comments from chief executive of EFG International signal how opposition to new rules extends ...
swissinfo.ch/eng/various/incoming-swiss-banking-chief-warns-against-regulatory-over-reach/91979683
Alibaba is raising $10 billion in Hong Kong's biggest-ever share sale for AI: The Chinese tech company sold 710 million shares at HK$112.70 each ...
qz.com/alibaba-hong-kong-share-sale-ai-expansion-082426
CNBC Aug 19
The opportunity in bonds is in the two-to five-year range, says UBS’ Alan Rechtschaffen
cnbc.com/video/2026/08/19/the-opportunity-in-bonds-is-in-the-two-to-five-year-range-says-ubsa-alan-rechtschaffen.html
On-Network stock: The price decline continues: On-Network stock continues to fall after the price drop following disappointing quarterly figures ...
bilanz.ch/invest/aktien/on-aktie-der-kurszerfall-geht-weiter/f9kn24b
Families live particularly attractively in Solothurn, according to UBS: Municipalities in the canton of Solothurn also score well in the residential ...
solothurnerzeitung.ch/solothurn/kanton-solothurn/familien-wohnen-laut-ubs-in-solothurn-besonders-attraktiv-ld.4223514
This solar stock is about to get a big boost from a change in U.S. policy, UBS says
cnbc.com/2026/08/26/this-solar-stock-is-about-to-get-a-big-boost-from-a-change-in-us-policy-ubs-says.html
Paid articlePaywall Resistance clearly broken: These are the next price targets for SAP shares: SAP shares have risen by over 40% since July to €185. Analysts see price targets of ...
boerse-online.de/nachrichten/aktien/widerstand-klar-durchbrochen-das-sind-die-naechsten-kursziele-fuer-die-sap-aktie-20407410.html
SpaceX’s stock is rising, and that’s a good sign for Nvidia and Google: Some big names saw sizable paper gains on their SpaceX stakes when the stock went public ...
marketwatch.com/story/spacexs-stock-is-rising-and-thats-a-good-sign-for-nvidia-and-google-913ce9de
Paid articlePaywall Diese Aktie für die Ewigkeit ist am Montag auf den tiefsten Stand seit zwölf Jahren gefallen. Das steckt hinter dem deutlichen Kursverlust ... Show more
China's exports are booming, but the domestic economy is sluggish: The Chinese economy depends on exports, but a major stimulus package is not expected ...
themarket.ch/makro-maerkte/chinas-zweigeteilte-wirtschaft-ld.17426
Switzerland seeks to tighten rules on bankers' bonuses: Switzerland's government, drawing on the lessons of the collapse of Credit Suisse ...
thelocal.ch/20260813/switzerland-seeks-to-tighten-rules-on-bankers-bonuses
Six percent weekly increase: Why the price of gold is suddenly rising again: The price of gold has risen by a good six percent this week. A comeback after the ...
faz.net/aktuell/finanzen/finanzmarkt/sechs-prozent-wochenplus-warum-der-goldpreis-ploetzlich-wieder-steigt-accg-201104949.html
MCX: JP Morgan, UBS and Jefferies turn bullish as FPI access opens a new volume opportunity
financialexpress.com/market/mcx-jp-morgan-ubs-and-jefferies-turn-bullish-as-fpi-access-opens-a-new-volume-opportunity-4316817/
Abel puts a big chunk of Berkshire's cash to work: In his second quarter as the new CEO of Berkshire Hathaway, Greg Abel did some serious spending, including $4 ...
cnbc.com/2026/08/09/abel-puts-a-big-chunk-of-berkshires-cash-to-work.html
Swiss parliamentary committee debates new capital rules for UBS: A Swiss parliamentary committee will meet on Tuesday to discuss planned new banking regulations ...
reuters.com/legal/transactional/swiss-parliamentary-committee-debates-new-capital-rules-ubs-2026-08-11/
AI will drive even more gains for this circuit board builder as hyperscaler demand grows, says UBS
cnbc.com/2026/08/11/ai-will-drive-more-gains-for-this-circuit-board-builder-says-ubs.html
Paid articlePaywall Monsoon sowing recovers: UBS weighs El Nino risk Vs rural resilience amid $20 billion cash transfers
financialexpress.com/policy/economy/monsoon-sowing-recovers-ubs-weighs-el-nino-risk-vs-rural-resilience-amid-20-billion-cash-transfersnbsp/4315217/
OpinionBerkshire earnings may prove stock is cheap. And that Abel and Buffett think so too
cnbc.com/2026/08/07/berkshire-earnings-may-prove-stock-is-cheap-and-that-abel-and-buffett-think-so-too.html
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