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UBS On-Air: House View · August 5

House View Daily | Strong earnings and easing geopolitical risks lift S&P 500 to record high

Recovering sentiment toward the AI trade, strong earnings results, and signs of diplomatic progress in the US-Iran conflict pushed equities higher on Tuesday. Continued AI investment, broadening earnings growth, and a patient Fed support our constructive view on equities.

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Recovering sentiment toward the AI trade, strong earnings results, and signs of diplomatic progress in the US-Iran conflict pushed equities higher on Tuesday. Continued AI investment, broadening earnings growth, and a patient Fed support our constructive view on equities.

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