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House View Daily | Big tech earnings to test the AI trade
Earnings from hyperscalers will be a key test for the AI trade as investors look for greater clarity on capex, revenue durability, and margin resilie…
2 months, 1 week ago
House View Daily | Stocks have room to move up despite risks
Hostilities in the Middle East are weighing on investor sentiment already weakened by the sell-off in chipmakers over the past week. But we maintain …
2 months, 1 week ago
House View Daily | Stocks have room to move up despite risks
Hostilities in the Middle East are weighing on investor sentiment already weakened by the sell-off in chipmakers over the past week. But we maintain …
2 months, 1 week ago
House View Daily | Broad global earnings strength should support equities
Global stocks came under pressure this week amid a selloff in chipmakers and escalating tensions in the Middle East. We think strong earnings growth …
2 months, 2 weeks ago
House View Daily | Understanding semis volatility
South Korea's equity benchmark has fallen more than 25% since its all-time high in June amid regulatory concerns and investor worries over the durabi…
2 months, 2 weeks ago
House View Daily | Strong earnings should drive US equities higher
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…
2 months, 2 weeks ago
House View Daily | Inflation data and Warsh in focus as yields rise
Markets are on edge as renewed US-Iran tensions pushed oil prices and Treasury yields higher. Investors will now look to June CPI data and Fed Chair …
2 months, 2 weeks ago
House View Daily | US-Iran tensions reinforce the case for portfolio resilience
Continued US-Iran tensions are testing markets, but there are ways investors can consider helping portfolios navigate uncertainty while staying posit…
2 months, 2 weeks ago
House View Daily | Maintain diversification amid renewed US-Iran tensions
The path toward a lasting peace deal between the US and Iran is proving to be bumpy, with President Trump saying further negotiations with Tehran wer…
2 months, 3 weeks ago
House View Daily | Diversify equity exposure as market leadership broadens
As investors assess the next phase of the AI growth story, we believe diversifying equity exposure remains key. We expect the next leg of stock gains…
2 months, 3 weeks ago