Stephane Deo

Stephane Deo of UBS says Fed is primarily watching inflation and wages (labour market) and if any one of the two deteriorates then the wait for rate hike can get longer.

Fed rate hike could spell trouble for EM currencies: UBS

The Fed on Wednesday is expected to announce the end of the extraordinary easing program it first launched during the financial crisis, and markets could shrug it off as long as the Fed sounds dovish.

Expect Federal Reserve to hike rates in H2CY15: UBS

Stephane Deo, Head - European Economic Research, UBS expects US Federal Reserve chairman Janet Yellen to hike interest rates only in the second half of next year.

Expect emerging markets to correct further: UBS

Speaking to CNBC-TV18, Stephane Deo, head- European Economic Research, UBS says the markets are far too leveraged and with the Fed tapering its quantitative easing (QE3), the availability of credit for the EM countries will be reduced.

Overweight on US, EM equities unattractive: UBS

Stephane Deo, UBS expects US stocks to continue to rally at slower pace than earlier. However, he does not find emerging market equities attractive.

Expect further downside risk for global markets: UBS

Stephane Deo, global head of asset allocation at UBS Investment Bank, believes the downtrend in global equities is likely to continue in the future.

Debt ceiling should prompt some volatility in future: UBS

The volatility index (VIX) is at a historical low despite all the tail risks still being there in the system. In an interview to CNBC-TV18, Stephane Deo, Global Head of Asset Allocation at UBS said that VIX is a short-term indicator of volatility and it is to some extent sending the wrong signal.

Risks in Europe adding to mkt woes; Spain big problem: UBS

Stephane Deo of UBS Investment Bank said a number of political risks looming on Europe is leading to a lot of concern. Moreover, the pending solution on Greece and France's downgrade has added to the market woes.

Play QE rally with metals; Indian fisc imbalances worry:UBS

Stephane Deo, global head-asset allocation, UBS Investment Bank explains to CNBC-TV18 that the fiscal imbalances in India are a cause for worry for overseas investors. Deo advises investors that the QE rally could be played by betting on copper especially in China from the end of this year or the start of next year.

Polls force Spain to stall bailout; gold rally on QE: UBS

Stephane Deo, global head- asset allocation, UBS Investment Bank elucidates to CNBC-TV18 that regional polls in Spain in October has caused the government to stall accepting the bailout package as that would imply a failure of policy. Deo adds there would enough liquidity to trickle down even after the Fed‘s purchase of mortgage-backed securities

Current consolidation will be short-lived: UBS AG

The equity markets world over have been jittery over the last few days. In an interview to CNBC-TV18, Stephane Deo, chief European economist of UBS AG says, everybody was expecting a correction because the run of equity, since November last year, has been quite impressive.