UBS see broadening of equity market rally on Fed cuts, robust growth, falling inflation

I posted earlier on:

• Barclays' 3 reasons to keep buying US stocks

Analysts at UBS Wealth Management are also liking stocks:

• “While we see merit in rebalancing portfolios, we believe that retaining strategic exposure to US large-cap technology is important, and the rise in tech stocks could go further still.”
• “Beyond technology, we think investors should also prepare for a potential broadening of the equity market rally, which could materialize with a combination of Fed interest rate cuts, still robust growth, and falling inflation."