Would new US AI chip restrictions upend the rally?

Posted by June 29, 2023

The Wall Street Journal on Tuesday reported the Biden administration is considering closing loopholes and taking new action to deepen export controls on advance

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Renewed US dollar weakness likely to persist

Posted by June 20, 2023

The move has reversed much of the dollar’s rally in May, which was spurred by more positive economic data.While the dollar index has been relatively resilient

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Which inflation matters?

Posted by June 16, 2023

Inflation comes in many forms—with a complexity worthy of analysis in a reasonably priced book, widely available from all good booksellers. The complexity of

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The case for private infrastructure exposure

Posted by March 28, 2023

UBS CIO estimates USD 70–100 trillion of aggregate spending will be required to support global infrastructure through 2040.But governments alone cannot bear t

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