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Latest episodes
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Jumpstart | Your guide to the week ahead
October 26, 2026This week we take a look at whether the Fed will remain patient as energy costs sustain inflation risks. If earnings can support further equity gains beyond the AI trade, and whether European earnings resilience outweigh fiscal and policy…
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House View Daily | Build resilience as oil prices climb
October 22, 2026Continued attacks in the Middle East have pushed Brent crude above USD 111/bbl, adding to concerns over energy supplies and inflation. But the global energy system’s capacity to adapt, together with portfolio exposure to broad commodities…
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House View Daily | Strengthen portfolio defenses as volatility rises
October 21, 2026Questions around AI profitability, elevated rates, and geopolitical tensions may keep markets volatile through the earnings season. Yet we remain constructive on equities and expect AI-related growth to support corporate earnings…
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House View Daily | Tech earnings face the returns test
October 20, 2026US mega-cap technology companies' earnings should provide fresh evidence of the strength of cloud growth, digital advertising, and AI adoption. Investors will also look for clearer signs of monetization and returns on investment. We remain…
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House View Daily | AI fundamentals remain robust despite market volatility
October 19, 2026Funding pressures are testing the growth model of specialized cloud infrastructure providers, but demand for AI compute remains robust. Resilient semiconductor earnings and rising GPU rental rates support our positive view on the…
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House View Daily | Quality bonds for income and diversification
October 16, 2026While bond market volatility may persist, elevated yields and the potential for less Fed tightening than markets expect strengthen the outlook for fixed income. We continue to rate fixed income as Attractive and see quality bonds as a…
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House View Daily | Higher inflation need not derail US assets
October 15, 2026US inflation accelerated more than expected in September, increasing expectations for further Federal Reserve rate hikes. But we do not expect a measured tightening cycle to undermine the positive outlook for US assets. We remain positive…
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House View Daily | Semis stumble. Time to reboot expectations?
October 14, 2026A sharp sell-off in semiconductor stocks has reignited questions about the durability of the AI trade. But with earnings expectations still strong, cloud growth accelerating, and valuations becoming more attractive, we take this as more of…
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House View Daily | Strong 3Q earnings can send US equities higher
October 13, 2026Higher energy prices and geopolitical risks may fuel near-term volatility, but AI demand, a healthy cyclical economy, and resilient consumer spending should support another strong quarter for S&P 500 profits.
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House View Daily | Commodity fundamentals speak for further upside
October 12, 2026Geopolitical and macro uncertainties are driving near-term commodity volatility, but tight supply and durable demand remain supportive of the outlook. We see broad commodity exposure as a source of returns, diversification, and portfolio…
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House View Daily | AI demand remains robust despite market jitters
October 9, 2026Recent adoption, semiconductor revenue, and cloud-growth data continue to point to healthy AI demand. While volatility may persist as the trade matures, investors should maintain diversified exposure while becoming more selective.
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House View Daily | Stay invested near record highs
October 8, 2026US stocks eased from record highs as elevated Treasury yields, rising oil prices, and renewed geopolitical risks weighed on sentiment. But waiting for these concerns to fade could mean missing further market gains. We believe investors…
About the show
House View brings you daily, weekly, and monthly content covering our multi-asset views on economic trends and financial markets from the UBS Chief Investment Office