UBS has highlighted a favorable backdrop for US equities as market participants await the upcoming earnings season, expecting robust results from corporations. Key factors contributing to this positive outlook include strong economic growth, low interest rates, abundant liquidity, government stimulus measures, and the continued rollout of COVID-19 vaccines.
UBS analysts believe these influences produce a “constructive” environment that augurs well for US equities. The implication is that companies are expected to perform well in this environment, potentially reporting strong earnings
