House View Daily | Stocks have room to move up despite risks

House View Daily | Stocks have room to move up despite risks

July 20, 2026 · 8 min

About this episode

The episode discusses the impact of Middle East hostilities and chipmaker sell-offs on investor sentiment while maintaining a positive outlook on equities due to strong earnings.

Hostilities in the Middle East are weighing on investor sentiment already weakened by the sell-off in chipmakers over the past week. But we maintain the view that equities have room to move up, supported by robust earnings strength.

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