From Financial Modeling Prep: 2025-05-14 02:56:00

UBS downgraded U.S. equities to Neutral from Attractive due to limited upside potential post U.S.-China tariff truce. S&P 500 surged 11% since April, prompting the shift. Tariffs now at 30% from 145% for U.S., 10% from 125% for China.

UBS maintains a strategic allocation to U.S. equities despite downgrade. Focus shifts to uncertainty around trade negotiations. Attractive ratings remain for Communication Services, Technology, Health Care, and Utilities sectors.

Investors can track sector shifts with tools like the S&P 500 Constituents API. UBS looks ahead to permanent tariff agreement, earnings impact, and sector rotation. Stay invested but expect higher volatility in the market.



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