Latest news with #MarketOutlook
Yahoo
12 hours ago
- Business
- Yahoo
T. ROWE PRICE RELEASES 2025 MIDYEAR INVESTMENT OUTLOOK
Investing in a post-globalization world with reconfigured global trade necessitates a careful assessment of market opportunities and risks BALTIMORE, June 9, 2025 /PRNewswire/ -- T. Rowe Price, a global investment management firm and a leader in retirement, released its midyear outlook for global financial markets for the remainder of 2025. Underpinning the outlook for the next six months is an accelerated trend toward deglobalization, a tariff-driven reconfiguration of global trade, an expected broadening of stock market opportunities globally beyond U.S. equities and mega-cap tech stocks, and a bond market regime change driven by trade policy changes and German fiscal expansion. Some key takeaways from the 2025 Midyear Market Outlook include: Economics: The global economy is under pressure from multiple directions. Trade war fallout could slow the global economy. U.S. fiscal and tax policy will likely take center stage in the second half of the year. Expect rising costs for businesses and a reduction in consumer purchasing power. Equities: The broadening of equity markets should continue, reducing the U.S./mega-cap market concentration of recent years in favor of value stocks and select emerging markets. Fixed income: The fundamental shift in the global fixed income landscape is manifested in above-target inflation in some developed markets, especially the U.S. Corporate bonds are likely entering an economic downturn with historically high credit quality, positioning them more defensively than in the past. Multi-asset: Inflation protection and equity diversification will receive renewed emphasis in T. Rowe Price multi-asset portfolios. Inflation protected bonds and real assets can provide effective hedges against expected inflation. More attractive valuations signal favoring international and value equities in determining multi-asset portfolio allocations. While there continues to be a place for both active and passive management in investors' portfolios, this challenging market environment, including higher interest rates, more volatile markets, and greater policy uncertainty, supports the conditions for active managers to outperform. QUOTES Blerina Uruçi, chief U.S. economist "The U.S. administration's tariffs—combined with any retaliatory measures from its trading partners—will deliver a supply shock to the U.S. and a demand shock to the rest of the world, including China and Europe. The severity of these shocks will depend on the outcome of ongoing trade negotiations and legal challenges, but it seems certain that the world's two largest economies, the U.S. and China, will experience lower economic growth than projected at the beginning of the year—and the ramifications of this will be felt across the globe, irrespective of any individual trade deals struck." Josh Nelson, head of Global Equity "An expanding opportunity set in stock markets was on its way prior to last year's U.S. presidential election; the trade policies implemented since then have merely sped up the process. We believe this will lead to an expansion of investable stocks in the U.S. and abroad. We are returning to an investing environment in which more sectors and regions can generate meaningful returns—an environment demanding diversification and favoring active management. The broadening of equity market leadership is likely to favor value stocks and select emerging markets." Ken Orchard, head of International Fixed Income "The U.S. administration's tariffs and the massive German fiscal expansion have broken historical precedent and shifted the global fixed income landscape, resulting in a weaker outlook for developed market sovereign bonds and a stronger one for credit and some emerging markets. The likelihood of a global recession—with the U.S. leading the downturn—has also increased. However, instead of a traditional recession, what may transpire—especially in the U.S.—is a longer period of subpar growth with both higher unemployment and higher inflation." Tim Murray, Capital Markets strategist "In times of rapid geopolitical change, we tend to lean more heavily than usual on asset class valuations when making portfolio allocation decisions. Even after the concentrated selling pressure on growth stocks and value's relative outperformance in early 2025, value stocks look relatively more attractive than growth stocks moving forward. In a typical economic growth downturn or recession, we would expect U.S. equities to hold up better than international stocks. But we believe the underlying dynamics of this year's slump may be different, leading us to modestly favor non-U.S. shares." ABOUT T. ROWE PRICE Founded in 1937, T. Rowe Price (NASDAQ: TROW) helps people around the world achieve their long-term investment goals. As a large global asset management company known for investment excellence, retirement leadership, and independent proprietary research, the firm is built on a culture of integrity that puts client interests first. Investors rely on the award-winning firm for its retirement expertise and active management approach of equity, fixed income, alternatives, and multi-asset investment capabilities. T. Rowe Price manages USD $1.56 trillion in assets under management as of April 30, 2025, and serves millions of clients globally. News and other updates can be found on Facebook, Instagram, LinkedIn, X, YouTube, and IMPORTANT INFORMATION This material is being furnished for general informational and/or marketing purposes only. The material does not constitute or undertake to give advice of any nature, including fiduciary investment advice, nor is it intended to serve as the primary basis for an investment decision. Prospective investors are recommended to seek independent legal, financial, and tax advice before making any investment decision. The T. Rowe Price group of companies, including T. Rowe Price Associates, Inc., and/or its affiliates, receives revenue from T. Rowe Price investment products and services. Past performance is not a reliable indicator of future performance. The value of an investment and any income from it can go down as well as up. Investors may get back less than the amount invested. T. Rowe Price Investment Services, Inc., distributor. T. Rowe Price Associates, Inc., investment adviser. T. Rowe Price Associates, Inc., and T. Rowe Price Investment Services, Inc., are affiliated companies. © 2025 T. Rowe Price. All Rights Reserved. T. ROWE PRICE, INVEST WITH CONFIDENCE, and the Bighorn Sheep design are, collectively and/or apart, trademarks of T. Rowe Price Group, Inc. View original content to download multimedia: SOURCE T. Rowe Price Group Sign in to access your portfolio
Hans India
18 hours ago
- Business
- Hans India
Indian equities' outlook now neutral due to stellar show despite global headwinds: SBI report
New Delhi: An SBI Mutual Fund report on Monday changed the Indian equities' outlook to neutral from an underweight stance in 2024, as the domestic benchmark indices continue to perform well despite global uncertainties. From a contrarian viewpoint, this shift to neutral from underweight equities represents a healthier market outlook and better long-term entry points for investors, "though we are not yet ready to recommend overweight positions", said the SBI 'Market Outlook' report. The Indian equities gained in May despite tariff uncertainties. Nifty and Sensex increased 1.7 per cent and 1.5 per cent (on-month), respectively. FPIs turned net buyers even as overall market breadth weakened. The Q4 FY25 corporate earnings scorecard was modest (single-digit profit growth), but largely in line with expectations, which has helped to arrest incremental earnings, downgrades in May, according to the report. Even as metals, healthcare, capital goods, PSU banks, and chemicals have recorded a healthy profit growth, weakness in private banks results, coupled with a drag from Oil and Gas (ex OMCs), put pressure on profitability. "Earnings growth is expected at around 10.5 per cent in FY26. Revival in India's economic growth and hence topline is critical for the expectations to be met," the report further stated. In the context of the Indian equity market, valuations have become more reasonable after the recent decline in Indian 10-year bond yields and a de-rating in price-to-earnings multiples. "Our preferred measure — the earnings yield to bond yield spread — now suggests modest valuations compared to last year's highs," the report mentioned. 'In our view, quality and long-term fundamentals will start getting rewarded versus narrative-based and, to some extent, speculative price action of the past year,' it added. The current turbulence should bring the focus back on fundamentals. "We remain of the view that increasingly the market will become more discerning and move back towards companies which have strong business models, long-term earnings growth visibility and sustainable cashflows,' according to the report. Q4 FY25 real GDP came in at 7.4 per cent compared to 6.4 per cent in Q3, surpassing RBI's and market expectations of 7.2 per cent and 6.8 per cent, respectively. This growth was primarily driven by a sharp rebound in fixed asset investments and sustained momentum in agricultural activity, even as aggregate private consumption remained underwhelming. "We expect India's growth to be flat at 6-6.5 per cent in FY26. While the tariff troubles have been averted for now, global policy uncertainty is a risk to India's growth," it added.
Associated Press
6 days ago
- Business
- Associated Press
European Union Steel Flanges Market Outlook Report 2025: Production Volume and Dynamics, Consumption Trends, Trade Statistics, Prices
DUBLIN--(BUSINESS WIRE)--Jun 4, 2025-- The 'Steel Flanges: European Union Market Outlook 2023-2027" report has been added to offering. The report grants access to the in-depth insight into the market of steel flanges. All data available in the report are presented in a convenient format. The report sheds light on the present market situation and prospects for the market development in the upcoming years. Scope: Reasons to Buy: Key Topics Covered: 1. INTRODUCTION 1.1. Steel Flanges: properties and uses 1.2. Manufacturing process 2. EUROPEAN UNION MARKET FOR STEEL FLANGES (2018-2022) 2.1. Market for Steel flanges in the EU countries (2018-2022) 2.1.1. Steel flanges: production volume and dynamics 2.1.2. Steel flanges: consumption trends 2.1.3. Steel flanges: trade statistics 2.1.4. Steel flanges: prices 3. LOCAL MARKETS FOR STEEL FLANGES (2018-2022) 3.1. Czech Republic 3.1.1. Production 3.1.2. Consumption 3.1.3. Trade 3.1.4. Prices 3.2. Germany 3.2.1. Production 3.2.2. Consumption 3.2.3. Trade 3.2.4. Prices 3.3. Estonia 3.3.1. Production 3.3.2. Consumption 3.3.3. Trade 3.3.4. Prices 3.4. Spain 3.4.1. Production 3.4.2. Consumption 3.4.3. Trade 3.4.4. Prices 3.5. France 3.5.1. Production 3.5.2. Consumption 3.5.3. Trade 3.5.4. Prices 3.6. Italy 3.6.1. Production 3.6.2. Consumption 3.6.3. Trade 3.6.4. Prices 3.7. Poland 3.7.1. Production 3.7.2. Consumption 3.7.3. Trade 3.7.4. Prices 3.8. Romania 3.8.1. Production 3.8.2. Consumption 3.8.3. Trade 3.8.4. Prices 3.9. Finland 3.9.1. Production 3.9.2. Consumption 3.9.3. Trade 3.9.4. Prices 3.10. The United Kingdom 3.10.1. Production 3.10.2. Consumption 3.10.3. Trade 3.10.4. Prices 3.11. Croatia 3.11.1. Production 3.11.2. Consumption 3.11.3. Trade 3.11.4. Prices 3.12. Norway 3.12.1. Production 3.12.2. Consumption 3.12.3. Trade 3.12.4. Prices 4. PROSPECTS OF THE MARKET FOR STEEL FLANGES (2023-2027) 4.1. Production forecast 4.2. Consumption forecast 4.3. Price forecast 5. LEADING MANUFACTURERS OF STEEL FLANGES IN THE EU COUNTRIES 6. SUPPLIERS OF STEEL FLANGES IN THE EU COUNTRIES (INCL. CONTACT DETAILS) 7. CONSUMERS OF STEEL FLANGES IN THE EU COUNTRIES For more information about this report visit About is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends. View source version on CONTACT: Laura Wood, Senior Press Manager [email protected] For E.S.T Office Hours Call 1-917-300-0470 For U.S./ CAN Toll Free Call 1-800-526-8630 For GMT Office Hours Call +353-1-416-8900 KEYWORD: EUROPE INDUSTRY KEYWORD: MACHINE TOOLS, METALWORKING & METALLURGY MANUFACTURING STEEL SOURCE: Research and Markets Copyright Business Wire 2025. PUB: 06/04/2025 08:20 AM/DISC: 06/04/2025 08:18 AM
Associated Press
6 days ago
- Business
- Associated Press
European Union Iron or Steel Remelting Scrap Ingots Market Outlook Report 2025
DUBLIN--(BUSINESS WIRE)--Jun 4, 2025-- The 'Iron or Steel Remelting Scrap Ingots: European Union Market Outlook 2023-2027" report has been added to offering. The report grants access to the in-depth insight into the market of iron or steel remelting scrap ingots. All data available in the report are presented in a convenient format. The report sheds light on the present market situation and prospects for the market development in the upcoming years. Scope: Reasons to Buy: Key Topics Covered: 1. INTRODUCTION 1.1. Iron or Steel Remelting Scrap Ingots: properties and uses 1.2. Manufacturing process 2. EUROPEAN UNION MARKET FOR IRON OR STEEL REMELTING SCRAP INGOTS (2018-2022) 2.1. Market for Remelting ferrous scrap ingots in the EU countries (2018-2022) 2.1.1. Remelting ferrous scrap ingots: production volume and dynamics 2.1.2. Remelting ferrous scrap ingots: consumption trends 2.1.3. Remelting ferrous scrap ingots: trade statistics 2.1.4. Remelting ferrous scrap ingots: prices 3. LOCAL MARKETS FOR IRON OR STEEL REMELTING SCRAP INGOTS (2018-2022) 3.1. Czech Republic 3.1.1. Production 3.1.2. Consumption 3.1.3. Trade 3.1.4. Prices 3.2. Germany 3.2.1. Production 3.2.2. Consumption 3.2.3. Trade 3.2.4. Prices 3.3. Spain 3.3.1. Production 3.3.2. Consumption 3.3.3. Trade 3.3.4. Prices 3.4. France 3.4.1. Production 3.4.2. Consumption 3.4.3. Trade 3.4.4. Prices 3.5. Hungary 3.5.1. Production 3.5.2. Consumption 3.5.3. Trade 3.5.4. Prices 3.6. Slovenia 3.6.1. Production 3.6.2. Consumption 3.6.3. Trade 3.6.4. Prices 3.7. Finland 3.7.1. Production 3.7.2. Consumption 3.7.3. Trade 3.7.4. Prices 3.8. Sweden 3.8.1. Production 3.8.2. Consumption 3.8.3. Trade 3.8.4. Prices 4. PROSPECTS OF THE MARKET FOR IRON OR STEEL REMELTING SCRAP INGOTS (2023-2027) 4.1. Production forecast 4.2. Consumption forecast 4.3. Price forecast 5. LEADING MANUFACTURERS OF IRON OR STEEL REMELTING SCRAP INGOTS IN THE EU COUNTRIES 6. SUPPLIERS OF IRON OR STEEL REMELTING SCRAP INGOTS IN THE EU COUNTRIES (INCL. CONTACT DETAILS) 7. CONSUMERS OF IRON OR STEEL REMELTING SCRAP INGOTS IN THE EU COUNTRIES For more information about this report visit About is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends. View source version on CONTACT: Laura Wood, Senior Press Manager [email protected] For E.S.T Office Hours Call 1-917-300-0470 For U.S./ CAN Toll Free Call 1-800-526-8630 For GMT Office Hours Call +353-1-416-8900 KEYWORD: EUROPE INDUSTRY KEYWORD: MACHINE TOOLS, METALWORKING & METALLURGY MANUFACTURING STEEL SOURCE: Research and Markets Copyright Business Wire 2025. PUB: 06/04/2025 08:11 AM/DISC: 06/04/2025 08:10 AM
Bloomberg
28-05-2025
- Business
- Bloomberg
Bloomberg Intelligence: Fannie, Freddie to Keep US Guarantee If Taken Public, Trump Says
Watch Alix and Paul LIVE every day on YouTube: Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today's Podcast Features are: Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses President Donald Trump stating that the US government will retain guarantees and an oversight role over Fannie Mae and Freddie Mac even if they are taken public. Meera Pandit, Executive Director, Global Market Strategist, at JP Morgan Asset Management, discusses her outlook for the markets. Wall Street's rebound halted ahead of Nvidia's highly anticipated earnings report, with the S&P 500 retreating and the options market implying a post-results move of about 6% in either direction for the chipmaker. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Macy's and Abercrombie & Fitch. Macy's posted better-than-expected quarterly results, with comparable-store sales falling less than analysts had anticipated and revenue of $4.6 billion surpassing the average estimate. -Abercrombie & Fitch shares rose sharply after the retailer upped its full-year outlook. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, discusses Stellantis appointing Antonio Filosa as its new CEO, effective June 23, to turn around the company after former boss Carlos Tavares was forced out.
