Episode
House View Daily | Markets should overcome near-term headwinds
- Podcast
- UBS On-Air: House View
- Published
- Jun 11, 2026
- Processing state
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Summary
US stocks fell to their lowest level in over a month as a tech-led sell-off deepened, the war in Iran showed little signs of ending, and accelerating inflation intensified Federal Reserve hike worries. But we think near-term Fed hikes remain unlikely, AI fundamentals are still strong, and a path toward reopening the Strait of Hormuz should become clearer. Investors should stay positioned for equity gains and ensure portfolio diversification.