Global Scans · Procter & Gamble · Weekly Summary

• [New] For Q2 2025, the Information Technology sector is projected to lead the S&P 500 with the highest year-over-year revenue growth, and it is expected to demonstrate the highest earnings growth among all sectors for the full year. Middlefield Group
• [New] US indices, led by the S&P 500 and Nasdaq, closed at record highs, driven by robust tech earnings and renewed hopes of Federal Reserve rate cuts. Acuity Trading
• [New] U.S. equities enter July with positive momentum: the S&P 500 climbed over 5% in June, lifted by hopes of cooling inflation. Otet Markets Blog
• [New] Potential changes in tax policy and deregulation could disproportionately benefit smaller, domestically focused companies in the second half of 2025; 77% of Russell 2000 revenues are generated from the US versus 58% in the S&P 500. Goldman Sachs Asset Management
• [New] The shift in capital could lead to downturns in US equity indices, affecting major players such as the S&P 500. TheCCPress
• While private equity posted 7.3% returns for 2024 - a modest improvement from 2023 - it continued to lag listed equity returns of 25% for large-cap companies in the S&P 500 and 12% for small - to mid-cap companies in the Russell 2500 Index. J.P. MORGAN
• S&P Global expects India's domestic demand growth to be more resilient compared to exports. IBPS Guide
• S&P expects the increase in US import tariffs and the uncertainty about them to harm trade, investment and growth globally. The Week
• The S&P 500 now trades around 22 times earnings, a historically elevated level, so that even if some of the major risks are not ultimately realized, stocks are priced for companies to perform very strongly, raising the risk that they may not meet expectations. Bankrate.com
• The S&P 500 and Nasdaq Composite are sitting just below their 52-week and all-time highs despite raging risks, especially the potential inflationary effects of the Trump tariffs but also the risk of rising oil prices, either of which could choke economic growth. Bankrate.com
• After a bumpy start to 2025 thanks to tariffs, recession risks and high rates, the S&P 500 has erased all of its losses for the year - and now is coming close to achieving a new record high. Bankrate.com
• Below-average GDP growth the likes that RBC Economics is forecasting-1.6 percent in 2025 and 1.3% in 2026 - could mean that S&P 500 earnings end up growing more moderately than the consensus forecast. RBC WEALTH MANAGEMENT
• In a first for Petrobras, the P - 84 and P - 85 vessels will feature an all-electric concept, which focuses on efficient power generation and increased energy efficiency, by using electrically driven compressors and motors to produce 165 megawatts of power generation capacity. Hart Energy
• Barclays has raised its 2025 S&P 500 target to 6,050, anticipating a recovery in earnings growth by 2026, while warning of potential risks from consumer spending and elevated interest rates. FX Leaders
• PowerShares launched Canada's first low-volatility index ETF called PowerShares S&P 500 Low Volatility Index ETF which seeks to reduce risk and volatility for investors while maintaining equity exposure. SlideShare
• P&G has established a robust supply chain management system that employs advanced analytics and real-time information to forecast demand, manage inventory, and optimize transportation routes. Deltasalesapp
• High Volatility: Top AI stocks exhibit beta values of 1.6 to 2.2, almost double the S&P 500's risk profile. All About AI
• The S&P 500 is fairly valued and any further gains would necessitate an earnings surprise and carefully balanced lower Treasury yields (too low could signal rising recession risks). Financial Planning Resources, Inc.
• With bond ETFs like ASX: IAF and the S&P 500 riding high, now could be one of the best times to start earning passive income from a portfolio of shares and ETFs. Rask Media
• Now part of S&P Global, IHS Markit brings 80 million energy / chemical asset records and 45,000 geopolitical risk indicators. The Brand Hopper

Last updated: 07 July 2025