UniCredit reports that equities remain resilient following positive earnings revisions, setting the stage for the 2Q26 earnings season as a key market test. The firm maintains a constructive view on global equities through mid-2027.
Key Takeaways
- 1.Equities have shown resilience in 2026 with a 10% YTD gain, but the upcoming 2Q26 earnings season serves as a crucial test for this momentum.
- 2.The firm maintains a positive outlook on global equities, anticipating total returns of 10-20% through mid-2027.
Table of Contents
- Upcoming earnings season a litmus test for stocks
- THE CONTEXT
- THE DATA
- OUR VIEW
- Author
- Editors
- Legal Notices
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Authors
Christian Stocker
Securities
MSCI All Country World IndexJPM
Themes
Earnings MomentumEquity Market Resilience
Regions
GlobalEuropeAsia PacificUnited StatesGermany