House View Daily | Strong earnings should drive US equities higher
About this episode
The episode discusses expectations for strong second-quarter earnings and their potential impact on US equities.
We expect second-quarter earnings to deliver another strong set of results, with all sectors likely to report an increase in profits. Our forecast of 28% earnings growth for the S&P 500 is supported by strong AI investment, improving cyclical activity, and solid consumer spending.
More episodes of UBS On-Air: In the Now
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- House View Daily | Broad global earnings strength should support equities
- House View Daily | Understanding semis volatility
- House View Daily | Inflation data and Warsh in focus as yields rise
- House View Daily | US-Iran tensions reinforce the case for portfolio resilience
- House View Daily | Maintain diversification amid renewed US-Iran tensions
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