# House View Daily | Stock outlook remains positive after a strong 2Q Page: https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-stock-outlook-remains-positive-after-a-strong-2q-2 Text version: https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-stock-outlook-remains-positive-after-a-strong-2q-2.md Podcast: [UBS On-Air: House View](https://stenobird.com/podcast/ubs-on-air-house-view-2992249) Published: 2026-07-01T09:47:37+00:00 Episode link: https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House View Daily_ 1 July 2026.mp3 Audio file: https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House View Daily_ 1 July 2026.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/ubs-on-air-house-view-2992249/episodes/house-view-daily-stock-outlook-remains-positive-after-a-strong-2q-2 Duration seconds: 492 ## Resource Global equities delivered a strong performance in the second quarter, and we think the momentum can continue in the coming months. The next phase of the rally should, in our view, see a broadening of market leadership. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/ubs-on-air-house-view-2992249/episodes/house-view-daily-stock-outlook-remains-positive-after-a-strong-2q-2/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-stock-outlook-remains-positive-after-a-strong-2q-2.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.