# House View Daily | Markets should overcome near-term headwinds

Page: https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-markets-should-overcome-near-term-headwinds
Text version: https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-markets-should-overcome-near-term-headwinds.md
Podcast: [UBS On-Air: House View](https://stenobird.com/podcast/ubs-on-air-house-view-2992249)
Published: 2026-06-11T09:35:00+00:00
Episode link: https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House_View_Daily__11_june_2026_-2-.mp3
Audio file: https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House_View_Daily__11_june_2026_-2-.mp3
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## Resource

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.

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