EPISODE · Jun 11, 2026
House View Daily | Equities fall on tech pressures
US equities and bonds fell in tandem on Friday, as concerns over potential Fed rate hikes, equity issuance by Meta, Broadcom's disappointing AI revenue outlook, and a reversal in semiconductor stocks weighed on markets. However, after the recent rally, a pullback was expected. Despite renewed worries, we expect the rally to resume.
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House View Daily | Equities fall on tech pressures
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