Weekly Market View

2026

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AI-generated summary

1) US Q1 earnings have beaten estimates, led by the tech sector, providing strong foundation for the equity market rebound.
2) * US Q1 earnings have beaten estimates, led by the tech sector, providing strong foundation for the equity market rebound.
* This week, leading US tech firms reiterated strong guidance on AI capex growth and monetisation.
* The Fed and the BoJ held rates this week and the ECB and BoE are likely to follow suit.
3) Earnings, Market View, US Equities, Tech Sector, AI

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