Equities

Streaming services are facing investor pressure to prioritize profitability over subscriber growth, likely leading to higher subscription costs. The market is optimistic due to potential U.S.-Iran diplomatic resolutions, boosting stock futures. Key developments include strong first-quarter bank earnings from JPMorgan Chase and Citigroup, a significant return on Oracle’s Bloom Energy investment, political resignations and strategic ad campaigns ahead of midterms, and Delta Air Lines enhancing its premium travel experience.

T. Rowe Price’s 2025 midyear outlook highlights a financial landscape shaped by deglobalization, trade shifts, and bond market changes. The report anticipates challenges for the global economy and foresees a shift away from U.S. equities towards value stocks and emerging markets. It emphasizes inflation protection and diversification within multi-asset portfolios, suggesting active management may outperform in the evolving market.