House View Daily | Higher yields need not derail markets

Podcast: UBS On-Air: House View · Chief Investment Office

Opublikowano: 2026-09-24

Strong US activity, higher oil prices, and a weak Treasury auction pushed the 10-year yield above 5.1% and weighed on equities. But we expect less Fed tightening than markets currently price, while resilient growth and robust earnings should help risk assets absorb measured rate increases.