Global House View and Investment Perspectives: July 2026

Government bond yields rise on renewed Middle East hostilities

It was another negative week for Wall Street, with escalating Middle East tensions and concerns around artificial intelligence investments overshadowing generally positive earnings.

Technology stock slide weighs on indices

It was another volatile week for technology stocks, especially semiconductors.

Escalation in Middle East tensions weigh

Wall Street was mostly higher for the week helped by a rebound in chipmakers while investors continued to assess the evolving situation in the Middle East.