Real estate sector historically outperforms in mid-term election years
Since 1926, the S&P 500 real estate sector has risen during the October-November period of US mid-term election years 18 out of 25 times, averaging a 10.2% gain in winning years.
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UBS: EU debt selloff excessive; Ukraine remains key risk
The Swiss bank sees funding risks for EU bonds as limited but notes Ukraine is a key medium-term risk, with a potential $30-$35 billion funding gap for Kyiv in 2027.
UBS: EU Debt Selloff Overdone, Ukraine Still Key Risk
UBS stated that the recent selloff in EU debt is overdone, while also highlighting Ukraine as a key remaining risk.