House View Daily | Strong earnings should drive US equities higher episode artwork

EPISODE · Jul 15, 2026

House View Daily | Strong earnings should drive US equities higher

from UBS On-Air: In the Now

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.

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