🐂 UBS: EARNINGS CYCLE IS STRONGER THAN MARKET THINKS – $SPX UPSIDE RISK 📈
📊 UBS is telling the market to stop panic-selling the Strait of Hormuz noise. 🌊 The bank sees energy flow recovering gradually, not collapsing, and that’s a massive tailwind for the earnings cycle.
💡 The Q2 earnings season is delivering beats well above historical averages – both in breadth and magnitude. UBS still sees upside risk to its 20% S&P 500 growth forecast, with consumer spending and cyclical forces expanding the rally beyond mega-caps. 🔍
Europe is printing its strongest earnings in three years, and Asia is set to grow profits 72% this year. 📈 That’s a global earnings engine, not a regional blip. 💬 Are you positioned for the earnings re-rating, or still waiting for a pullback that may never come? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #SPX #Earnings #Bullish #Macro #Stocks
🐂 🌕
📊 UBS is telling the market to stop panic-selling the Strait of Hormuz noise. 🌊 The bank sees energy flow recovering gradually, not collapsing, and that’s a massive tailwind for the earnings cycle.
💡 The Q2 earnings season is delivering beats well above historical averages – both in breadth and magnitude. UBS still sees upside risk to its 20% S&P 500 growth forecast, with consumer spending and cyclical forces expanding the rally beyond mega-caps. 🔍
Europe is printing its strongest earnings in three years, and Asia is set to grow profits 72% this year. 📈 That’s a global earnings engine, not a regional blip. 💬 Are you positioned for the earnings re-rating, or still waiting for a pullback that may never come? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #SPX #Earnings #Bullish #Macro #Stocks
🐂 🌕