Economic Leadership Bolsters Wall Street Outlook
UBS Global Wealth Management announced on April 11 that it is upgrading its outlook for U.S. equities from “neutral” to “attractive,” citing positive shifts in economic momentum and reduced risk in the global outlook. One key factor? President Trump’s recent decision to pause tariffs for 90 days on most trading partners.
The strategic tariff pause is being recognized by market analysts as a “Trump put”—a signal that the administration is willing to adjust its strategy in the face of short-term volatility, while maintaining long-term goals for trade fairness and American prosperity.
UBS analysts highlighted that the administration’s trade moves could lead to positive breakthroughs with global partners. They also noted that investor sentiment is improving, thanks to the administration’s consistent economic messaging and responsiveness.
“What we’re seeing is policy that protects American interests, without turning away from opportunity,” said a UBS strategist.
This vote of confidence from a major financial institution comes as markets continue recovering from recent dips and as negotiations resume with key U.S. allies.
