Recurring series
UBSDaily US
Finvaulta tracks 14 editions of Daily US from UBS, published between May 25, 2026 and August 10, 2026. Each edition is summarized on its own page.
Latest edition · August 10, 2026
Daily US en 1664649
The UBS House View maintains a constructive outlook on equities, driven by robust US corporate earnings and signs of cooling labor-market pressures. The report suggests remaining invested while rotating toward Europe, Asia, and cyclical sectors to mitigate risks.
US equity markets are seeing a boost from strong second-quarter earnings and a perceived moderation in the Federal Reserve's rate hike outlook. With 87% of S&P 500 companies beating earnings estimates, the firm remains bullish, though it advises investors to diversify away from concentrated US tech exposure. Geopolitical tensions regarding Iran remain a monitorable risk, but the core strategy focuses on quality fixed income and cyclical equity opportunities to navigate current market dynamics.
Read the latest edition in fullKey takeaways from the latest edition
- 1.US second-quarter earnings remain strong, with 87% of S&P 500 companies beating expectations.
- 2.Recent payroll data and ongoing labor-market softening support the base case of the Federal Reserve keeping rates unchanged this year.
- 3.Gold prices hit the strongest weekly gain since January, supported by central bank buying and shifting rate expectations.
What this series covers
- From the studio
- Thought of the day
- What to watch: 11 August
- Caught our attention
Edition archive
Series at a glance
- Editions tracked
- 14
- First edition
- May 25, 2026
- Latest edition
- August 10, 2026