UBS says easing US inflation should keep the Fed on track for rate cuts despite strong jobs data; expects two 25bps cuts in June and September, supporting equities, bonds, and gold
UBS's expectation of easing inflation suggests the Fed may remain on its path toward rate cuts, even amid solid jobs data.
Zoetis Inc. (ZTS) Q4 2025 (USD): Adj, EPS 1. 48 (exp. 1.40), Revenue 2.39bln (exp. 2.36bln); FY adj. EPS view 7.00-7.10 (exp. 6.83)
Howmet Aerospace Inc. (HWM) Q4 2025 (USD): Adj. EPS 1.05 (exp. 0.97), Revenue 2.2bln (exp. 2.12bln), Adj. EBITDA 653mln (exp. 623.9mln), Net income 372mln (exp. 390mln)
UBS says easing US inflation should keep the Fed on track for rate cuts despite strong jobs data; expects two 25bps cuts in June and September, supporting equities, bonds, and gold
Restaurant Brands (QSR) Q4 2025 (USD): Adj. EPS 0.96 (exp. 0.95), revenue 2.466bln (exp. 2.41bln)
Bombardier (BBD) tops expectations, completes turnaround plan; sets 2026 guidance and sees a strong 2026
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If accurate, this could bolster risk assets like equities and bonds while supporting the attractiveness of gold as an inflation hedge, reflecting a dovish stance that contrasts with recent strong economic indicators.
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