Weekly Market View Eye on earnings as Iran tensions return

2026

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AI-generated summary

1) The upcoming US Q2 earnings season, coupled with returning Iran tensions, presents a dynamic market environment where strong corporate earnings are expected to drive equities higher, while geopolitical risks warrant careful monitoring.

2) * US Q2 earnings are projected to be strong, driven by the tech sector and broadening growth beyond tech.
* Geopolitical tensions in the Middle East are viewed as controlled, with limited impact expected on oil prices in the near term.
* Opportunities exist in US inflation-protected bonds due to attractive real yields and in the tech sector, particularly memory semiconductors.

3) Earnings, Geopolitics, US Economy, Inflation, Technology

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