As stocks rise and bond yields pull back ahead of the jobs report, Nadia Lovell of UBS says she remains bullish on equities, but believes the market’s next advance must be earned. She argues that markets are entering a new investment cycle after years of companies prioritizing financial efficiency through measures such as buybacks and lower capital spending. The shift now extends beyond AI to investment in power, supply chains, and defense, broadening corporate profit opportunities. If these inv
Mostramos la idea principal publicamente. Crea una cuenta gratis para seguir leyendo el articulo completo, guardarlo, comentarlo y conectarlo con contexto de mercados y OSINT.