House View

How do current economic trends affect your wealth and how you manage it? Keep up to date with the UBS Chief Investment Office House View's regular independent financial research.

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15 Oct 2026

House View Daily | Higher inflation need not derail US assets

US 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 on equities and fixed income.

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14 Oct 2026

House View Daily | Semis stumble. Time to reboot expectations?

A 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 a reset of expectations than a break in the AI thesis.

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13 Oct 2026

House View Daily | Strong 3Q earnings can send US equities higher

Higher 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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12 Oct 2026

House View Daily | Commodity fundamentals speak for further upside

Geopolitical 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 resilience.

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09 Oct 2026

House View Daily | AI demand remains robust despite market jitters

Recent 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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