The S & P 500 index has rallied nearly 30 percent since concerns over U.S. tariff policy peaked in April, according to the Office of the Investment Director at UBS Wealth Management. This reflects investors' growing confidence that the United States will reach a compromise with major trading partners. Recent data also show that the U.S. economy remains resilient, while market sentiment has also been boosted by top tech companies continuing to ramp up artificial intelligence capital spending.
UBS also cautioned that the sharp increase in recent weeks already reflects a lot of potentially positive news, and investors should prepare for possible market volatility in the coming weeks. While markets will be buoyed by increased trade certainty between the US and Europe, the level of US tariffs is still about six times higher than the prevailing level before Liberation Day. The economic impact of these tariffs is currently being felt, while uncertainty about their size, distribution, and second-order effects remains, with the economic impact of tariffs at the industry level likely to be greater than at the national level.
UBS: Investors should prepare for possible market volatility in the coming weeks
2025-07-28 07:34:05
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