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U.S. Credit Outlook : Is the Default Risk Really Gone? UBS Warns Defaults Aren’t Dead, But ManageableDespite solid underlying fundamentals in the credit market, UBS analysts caution that default risks remain present and may increase. While short-term challenges like tariffs and recession fears weighed on performance in Q2, UBS emphasizes that a spike in default probability is possible—but not ca..

Is GPU Demand Near Its Peak? UBS Says Not So — But Shift Is Coming Absolute GPU/AI Spending Still ClimbingDespite concerns of saturation, UBS sees no imminent slowdown in absolute GPU spending.With major players like NVIDIA (Blackwell), AMD (MI300), and Google (TPU v5) continuing to release cutting-edge AI chips, global hyperscalers and governments are still racing to secure compute power.Demand..

UBS Sees Slowing Global Growth in H2; Europe’s Private Credit Spread Set to Hold Range Tariff Relief Masks Slowing Trend in H2UBS analysts argue that despite stronger-than-expected growth in the U.S. and EU economies, much of the recent strength stemmed from preemptive export activity ahead of tariffs. This effect is set to taper off by late 2025, exposing a broader economic slowdown in the seco..