Solar Stocks Surge on Breakout Signals Amid Rising Tariff Tensions | EN590 Commodities
EN590 Commodities GroupCrude Oil May 29, 2026
Bernstein Sets Long-Term Oil Price Target At $75 Per Barrel The leading economics blog online covering financial issues, geopolitics and trading. Solar stocks are showing aclear technical shift, breaking above a well-defined downtrend after more than five years of sustained pressure. UBS analyst Catherine Gordon is attributing the surge in solar stocks to falling yields and renewed policy momentum. A potentialSection 232 tariff announcementin mid-to-late June is adding fuel to the rally, withFirst Solarleading the charge. The UBS Solar basket (UBXXSOL) is now up 40% year-to-date. Gordon provided more context on what's powering UBXXSOL higher: Clean tech names are outperforming again on Tuesday, with solar leading higher alongside more speculative growth baskets as yields move lower. The ba
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