UK inflation rises to 3.4%, driven by tobacco and airfares It is the last set of monthly inflation figures before the next interest rate decision on 5 February.

UK #inflation up to 3.4%

OK seasonal factors come into play but that compares with figures for Germany at 2% and France at 0.7% who also had a December!
Does this affect your #investmentoutlook?

Capital at risk
www.bbc.co.uk/news/article...

London's FTSE 100 closes at record highs after US jobs data, Glencore boost UK's FTSE 100 clocked a record high close on Friday as global sentiment got a lift from a U.S. jobs report which kept future Federal Reserve interest cuts on the table, and Glencore shares topped the ...

More record highs!
What's your #investmentoutlook for 2026?

Capital at risk
www.reuters.com/world/uk/lon...

Pakistan stares at mega economic crisis in 2026: Report - Yes Punjab News Pakistan’s 2026 outlook shows low growth, political divides, climate risks, and widespread poverty, warns Nikkei Asia report.

Pakistan stares at mega economic crisis in 2026: Report yespunjab.com?p=201643

#PakistanEconomy #EconomicGrowth #ClimateChange #PovertyCrisis #PoliticalInstability #IMFLoan #Floods2026 #Malnutrition #InvestmentOutlook #NikkeiAsia #SouthAsiaNews #PakistanDevelopment #EconomicChallenges

Markets on Edge: Key Signals Shaping the 2025 Global Economic Outlook - The 2025 global economic outlook reveals shifting growth patterns, inflation risks, and new investment themes. Here’s what investors...

Markets on Edge: Key Signals Shaping the 2025 Global Economic Outlook
wiobs.com/markets-on-e...
#GlobalEconomy #Markets2025 #InvestmentOutlook #FinanceNews #EconomicTrends #InvestorTips

The Conclusion: Market correction driven by high valuation + impaired labor clarity. Investors are shifting towards a cautious economic outlook. 🧐 #Analysis #InvestmentOutlook

UBS predicts $S&P500 could hit 7500 by 2026. That's massive upside. Today's gain builds the case, but the AI bubble debate must resolve itself first. Are you buying the long-term vision? #InvestmentOutlook #UBS

‘More Compelling Entry Point’ Coming, Says Discovery Robert Citrone has grown much more confident about the economy and the future direction of the stock market in recent months. Even so, the Tiger Cub is reducing his bets on equities in general.At leas...

Discovery Capital sees a more compelling market entry point ahead, opting for caution amid current valuations. A patient approach to navigating volatility. #MarketTiming #InvestmentOutlook #HedgeFunds
www.institutionalinvestor.com/article/more...

European Chemicals sector outlook for 2025 and 2026: UBS Investing.com -- European chemicals are unlikely to see a strong recovery in volumes through 2025 and 2026, according to UBS, which maintains a cautious stance on the sector amid sluggish macro indicators and lingering tariff uncertainty. UBS expects only modest gains in volume growth, with its analysts forecasting 2.6% year-on-year volume growth in 2025 and 3.2% in 2026 across the sector. The outlook is skewed in favor of Consumer Chemicals and Industrial Gases, with other sub-sectors trailing. “We believe that a defensive stance is the correct approach for the next 12 months in the European Chemical sector,” UBS analysts led by Geoff Haire said, citing muted momentum in cyclical end-markets and limited upside from low capacity utilization. The bank forecasts EBITDA growth of 4% in 2025, in line with consensus, but sees only 7% growth in 2026, well below the market’s 10% expectations. “In our opinion, without an improvement in volumes and/or prices in 2H25 we believe that double-digit EBITDA growth appears ambitious,” the analysts wrote. Within sub-sectors, UBS sees a notable divergence, expecting just 1% EBITDA growth in Specialties and 7% in Diversifieds for 2026, compared to consensus estimates of 9% and 15%, respectively. Defensive sub-sectors Consumer Chemicals and Industrial Gases are UBS’s preferred areas, with Buy ratings on names such as DSM Firmenich AG (AS:DSFIR), Air Liquide SA (EPA:AIRP), and Arkema (EPA:AKE). The analysts note that Consumer names offer relatively better volume and earnings visibility, and that “the Consumer Chemical companies offer high-single-digit EBITDA growth with mid-single-digit volume growth.” By contrast, UBS downgraded Akzo Nobel NV (AS:AKZO) to Neutral, stating that the upside from cost savings and divestitures appears largely priced in. “While the company can deliver high-single-digit EBITDA growth in 2025 and 2026 on the back of cost savings, we expect this to fall to mid-single-digit EBITDA growth beyond 2026,” the analysts said. They also cut their price target on Akzo Nobel shares to €64 from €70. Among least-favored names are K+S AG (ETR:SDFGn), Umicore (EBR:UMI), and Victrex (LON:VCTX), where UBS flagged structural or end-market headwinds. The report also highlights macroeconomic drag from U.S. and Chinese slowdowns, with UBS forecasting 2025 and 2026 global GDP growth to be 60 bps below 2024 GDP, primarily driven by the impact of tariffs. Inventory levels remain elevated across key end-markets such as healthcare and construction, further reducing the likelihood of a sharp volume rebound in the near term. With valuations skyrocketing in 2024, many investors are uneasy putting more money into stocks. Sure, there are always opportunities in the stock market – but finding them feels more difficult now than a year ago. Unsure where to invest next? One of the best ways to discover new high-potential opportunities is to look at the top performing portfolios this year. ProPicks AI offers 6 model portfolios from Investing.com which identify the best stocks for investors to buy right now. For example, ProPicks AI found 9 overlooked stocks that jumped over 25% this year alone. The new stocks that made the monthly cut could yield enormous returns in the coming years. Is AIRP one of them?

Click Subscribe #EuropeanChemicals #ChemicalsMarket #InvestmentOutlook #FinancialRisk #MarketTrends

NFJ Investment Group's Burns McKinney shares insights on value stocks outperforming growth stocks in 2025, with a focus on key factors driving this trend. #InvestmentOutlook https://fefd.link/DOMvo

America exports inflation and imports deflation, which is why Dollar strength matters.
Catch the replay of #TheRealInvestmentShow w Lance Roberts & Michael Lebowitz on our YouTube channel:
www.youtube.com/watch?v=pT38...
#StockMarket2025 #InvestmentOutlook #USDollar

Much of the economic impact of Donald Trump's executive orders will depend upon the pace at which they can be implemented. Catch the replay of #TheRealInvestmentShow w Lance Roberts on our YouTube channel:
www.youtube.com/watch?v=Fh09...
#StockMarket2025 #InvestmentOutlook #FinancialTrends

Are Return Expectations For 2025 Too High?
Catch #TheRealInvestmentShow w Lance Roberts starting at 6:06a CST on KSEV AM 700 - The Voice of Texas, and streaming-live on YouTube:
www.youtube.com/c/TheRealInv...
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