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UBS Global Wealth's Alan Rechtschaffen: Tariff doomsayers were 'just wrong'
Youtube· 2025-12-23 18:03
For more on what this all means for the markets, let's bring in UBS Global Wealth Senior Portfolio Manager, Alan Rex Shaffen. Alan, thank you for being here. Um, what do you make of Kevin Hassid's comments there.>> You know, I I think it's Leslie, thank you for having me on, Carl. Thank you. Um, what you saw in 2025 was a period of fog and uncertainty.And I think what you heard from from Kevin Hasset and what you're seeing in the administration that 2026 is going to be a time of clarity, of normalization, a ...
Goldman Sachs Says Investors Skeptical on European Stock Rally
Yahoo Finance· 2025-09-17 09:07
The Euronext NV stock exchange in Paris. Global investors are expressing doubt about a European equity rally as they wait for Germany to deliver on its promise of sweeping fiscal reform, according to Goldman Sachs Group Inc. strategists. In an interview with Bloomberg, strategists Sharon Bell and Christian Mueller-Glissmann said money managers had voiced concern about Europe falling behind at a time when artificial intelligence is boosting US equities and China is outperforming in emerging markets. Most ...