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UBS On-Air: House View · July 31

House View Daily | Constructive fundamentals support further US equity upside

AI investment and monetization, resilient US growth, and a patient Fed should help keep the US equity rally on track. We believe investors should remain broadly diversified to capture opportunities beyond tech as market leadership continues to widen.

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AI investment and monetization, resilient US growth, and a patient Fed should help keep the US equity rally on track. We believe investors should remain broadly diversified to capture opportunities beyond tech as market leadership continues to widen.

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