# House View Daily | Strong earnings should drive US equities higher

Page: https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-strong-earnings-should-drive-us-equities-higher
Text version: https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-strong-earnings-should-drive-us-equities-higher.md
Podcast: [UBS On-Air: House View](https://stenobird.com/podcast/ubs-on-air-house-view-2992249)
Published: 2026-07-15T11:15:36+00:00
Episode link: https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House_View_Daily__15_July_2026.mp3
Audio file: https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House_View_Daily__15_July_2026.mp3
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## Resource

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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## Transcript

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