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![neilksethi Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2252413050.png) Neil Sethi [@neilksethi](/creator/twitter/neilksethi) on x 12.5K followers
Created: 2025-07-25 13:31:06 UTC

“There could be a pause in the bull market in the short-term,” UBS head of U.S. equities David Lefkowitz said in a note to clients. “President Trump continues to threaten higher tariffs and extend the timeline for reaching trade agreements. This is a damper on business investment decision-making and could also further push out the timing of Fed rate cuts.”

UBS said it holds a neutral view on U.S. equities for now, which is not necessarily a negative stance but a cautious one due to trade risks.

“It appears that investors are already pricing in a substantial de-escalation in trade frictions,” UBS said. “We believe the bull market is intact, and stocks will likely rise further over the next year.”

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**Related Topics**
[fed rate](/topic/fed-rate)
[fed](/topic/fed)
[investment](/topic/investment)
[tariffs](/topic/tariffs)
[donald trump](/topic/donald-trump)
[stocks](/topic/stocks)
[ubs](/topic/ubs)

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