Episode
House View Daily | Strong earnings should drive US equities higher
- Podcast
- UBS On-Air: House View
- Published
- Jul 15, 2026
- Processing state
not_requested- Canonical source
- https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House_View_Daily__15_July_2026.mp3
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Summary
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.