UBS managing director Jason Katz discusses the outlook for the second half of 2026, emphasizing that the market remains earnings-driven, on ‘The Claman Countdown.’
UBS Managing Director Jason Katz discusses the outlook for the second half of the year, emphasizing that the market remains earnings-driven. Katz explains that while the “Mag 7” stocks have been the “lag 7” recently, money is rotating into other areas like industrials and healthcare. He identifies a 25% correction in gold as a great entry point, despite interest rate concerns, due to geopolitical uncertainty and central bank buying.
Read the full article here