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INVESTOR DEMAND
Investor Demand: Ermotti says tariff uncertainty took Spring out of investors’ step
Sergio Ermotti, group CEO at UBS, has said the usually positive investor sentiment in the Spring season was severely watered down by tariff uncertainty.
“The quarter was characterised by a substantial shift in investor sentiment...
Investor demand: China’s US$759bn Treasury holdings hang by a thread as tariff war escalates
A continued sell-off in Treasury bonds, exacerbated after a notably poor 3-year auction on Tuesday, 8 April, has sparked widespread speculation among market participants. Analysts have proposed several drivers, including basis trades, SOFR versus...
Investor Demand: US tariff uncertainty prompts caution in Europe
There is great uncertainty around the severity of tariffs that will be introduced by the US this week, with UBS reporting client baseline expectations ranging from 10% to 25%.
The firm predicts that measures will...
Investor demand: South American debt capital markets immune from US markets correction
In a show of strength, exemplified by Itaú Unibanco's US$1 billion issuance on 27 February, South American debt capital markets have carried on functioning unabated.
Amidst a broader correction in US markets, South American issuers...