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15 Jul 2026
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 28% earnings growth for the S&P 500 is supported by strong AI investment, improving cyclical activity, and solid consumer spending.
14 Jul 2026
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 Kevin Warsh’s congressional testimony for clues on the path of US interest rates. We expect inflation pressures to ease in the coming months, which should ultimately lead to lower bond yields.
13 Jul 2026
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 positioned for potential upside.
08 Jul 2026
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 were a "waste of time." The most effective method to navigate near-term volatility remains diversification, in our view. But with a diplomatic solution still likely, we expect global equities to move higher, bond yields to decline, and broad commodities to stay supported.
07 Jul 2026
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 to be marked by a broadening of market leadership.
I tend to think of myself as a political economist, not a mathematical economist. Diversity, inflation, education, trade, inequality, sustainability and social change are some of the topics I am very enthusiastic about.
