Jason Draho — of UBS Global Wealth Management. Tracked across 4 mentions in podcasts and expert conversations analyzed by Sonic.
Jason Draho of UBS Global Wealth Management notes that while capital expenditures for AI are strong, investment in other areas like residential and non-residential construction is relatively weak.
Jason Draho of UBS Global Wealth Management forecasts 11% EPS growth for the S&P 500 this year and has a price target of 7,500 for December.
Jason Dreyho of UBS predicts the Federal Reserve will make two interest rate cuts in 2027, one in March and one in June.