Key takeaways from UBS's market note for the broader outlook
UBS's daily note identifies three lasting themes: growth matters more than rate hikes, AI demand rises despite calls for regulation, and earnings drive markets.
16/09/2026 00:1113 min read
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Japan's trade gap widens as machinery orders unexpectedly dip
Japan's July machinery orders fell 3.7% m/m, missing forecasts, while August trade deficit widened to 1105.6B yen, complicating BoJ policy.
16/09/2026 00:0116 min read
Coalition warns of action after Houthi drone stopped near Mecca
Saudi-led coalition says it intercepted a Houthi drone near Mecca, calling the security of holy sites a red line and promising a response.
15/09/2026 23:4114 min read
Ripple, MicroStrategy: CLARITY Act Setback Leaves XRP and Bitcoin Unchanged
Ripple and MicroStrategy said the CLARITY Act's Senate defeat did not alter XRP or Bitcoin's legal standing, citing court rulings and regulatory guidance.
15/09/2026 23:2710 min read
HSBC remains bullish on US, Japan equities as Nikkei and S&P charts cool into ranges
HSBC maintains a bullish stance on US and Japan equities, while technical charts for the Nikkei 225 and S&P 500 show consolidation patterns.
15/09/2026 22:5311 min read
HSBC stays bullish on equities, backs US, Asia and cyclicals
HSBC keeps an overweight on global equities, favoring US, Japan and North Asia plus cyclicals, citing resilient earnings. It flags geopolitical conflict as…
15/09/2026 22:3115 min read
Economist Sees Copper Bull Case Despite Price Slump
Copper prices fell nearly 8% from August highs despite supply constraints. Economist Steve Hanke remains bullish on the metal's long-term outlook.
15/09/2026 21:5612 min read
Vance predicts Iran war to shift phase in months
Vance said Iran conflict to enter new phase in months; his Hormuz traffic recovery claim disputed by independent trackers.
15/09/2026 21:5314 min read
Soaring shipping costs squeeze US crude arbitrage to Asia
Shipping costs for US crude to Asia have surged to record levels amid Middle East supply disruptions. Asian refiners continue to buy US barrels despite higher…
15/09/2026 21:4214 min read
Bitcoin and crypto stocks drop after Senate rejects Clarity Act
Bitcoin fell 4% to $75,939 and crypto stocks slid after the Senate blocked the Clarity Act in a procedural vote.
15/09/2026 21:289 min read