The Bank of America Global Fund Manager Survey (FMS) has seen the scaling back of US-China tariffs as a net positive for activity. In its latest research, 75% of the FMS was completed before...

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...

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...

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...