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Neoclouds going ‘to zero’: eight wild markets bets from UBS conference

The Australian Financial Review (AFR) •
November 10, 2026 • 05:00 AM
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The panellists charted the US Navy fate, took apart independent central banking, and wrote off a huge slice of the AI boom.

Neoclouds going ‘to zero’: eight wild markets bets from UBS conference

Neoclouds will be worth nothing one day; oil at $US200 a barrel; gold will trump the US dollar; US 10-year bond yields could reach 10 per cent.

These were just some of the out-of-the-box predictions thrown around by a panel of market veterans at the UBS annual Australasia investment conference in Sydney.

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