Barclays: Big Tech Earnings and Central Banks Will Shape Markets

Barclays forecasts that upcoming Big Tech earnings and central bank meetings will influence equity markets this summer. Strong early second-quarter earnings have surpassed expectations despite rising bond yields and oil prices, with Brent crude nearing $100 per barrel. While the European Central Bank may consider an interest-rate hike in September, the Federal Reserve is expected to maintain current rates in its next meeting. Investors are particularly focused on the sustainability of artificial intelligence investments amid these developments, making it an essential area for market observation.