UBS sees three catalysts to steady Treasuries, says Fed hike pricing is too aggressive - Forex Factory
EUR/USD — All Desk Targets
| Firm | Stance | YE 2026 |
|---|---|---|
MUFG | Bullish | 1.1800 |
Danske Bank | Bearish | 1.1100 |
UBS | Bullish | 1.1800 |
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UBS sees three catalysts to steady Treasuries, says Fed hike pricing is too aggressive Forex Factory
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4 itemsUBS sees market pricing of two Fed hikes as too aggressive ... get gold!
UBS's assertion that the market pricing of two Federal Reserve rate hikes by April 2024 is overly aggressive aligns with a growing narrative that suggests disinflationary pressures are set to reemerge, heavily influencing both rates and gold. Per the full note [source], UBS anticipates that tariff disinflation will reduce inflation trends, thereby dampening the Fed's hawkish stance and resulting in lower short to medium-term yields. This backdrop positions gold favorably, especially as UBS indicates a lack of urgency for Fed rate hikes, forecasting an extended hold before potential cuts in 2027. As institutional positions adjust to this narrative, the reaction in the FX markets will be crucial, particularly against pairs sensitive to U.S. interest rate expectations.
UBS: two Fed hikes incoming, but equity bull case still intact - investingLive
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