UBS: View across major FX for the week ahead

Trump eyes trilateral summit for Ukraine peace; Kyiv seeks $150B in arms & drone deals. Geopolitical tensions remain high.

DAY soars 26% on buyout talks; FSLR up 9.7% on clean energy credits. EQT drops 4.4% on gas oversupply fears.

Dow Transports up 0.09%, Industrials down 0.08%. SOX gains 0.41%. Nikkei leads global markets with a 0.78% rise.

Nikkei 225 futures show mixed action, with Sep 2025 contracts up 360 pts. Volume steady, open interest dips.

Eurozone trade surplus shrinks to €7.0B as US tariffs bite; exports slump, impacting growth.

UK eyes property tax overhaul! Mansion tax & annual levies on homes >£500k debated to boost revenue. Stamp duty reform eyed.

Powell's Jackson Hole speech: Rate cut odds at 83% for Sept. but inflation fears loom. Data dependent?