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Global Scans · Procter & Gamble · Weekly Summary


  • [New] Authors from seven institutions in Sweden worked with 43396 randomly selected women and found a higher risk of CVD in cohorts with high-protein consumption (62.9 ± 19 g per day). PubMed Central (PMC)
  • [New] S&P Global estimates that electricity use jumped 22% in 2025 compared to the year before, and demand is projected to nearly triple by 2030. GreenCars
  • [New] In 2026, retailers will win by turning data into faster, better, explainable decisions that deliver measurable P & L impact. Quicklizard
  • [New] The new Dietary Guidelines for Americans, 2025-2030, recommends modestly raising protein intake to 1.2-1.6 g/kg per day. American Medical Association
  • [New] The 2025-2030 DGAs, as for past iterations, advise no more than 10 g of added sugar per meal, < 2300 mg sodium per day, and limiting saturated fat intake to < 10% of total daily calories. LWW
  • [New] S&P 500 earnings growth is projected near 20% year-over-year in the next two quarters, with the AI productivity buildout spreading beyond the hyperscalers and semiconductor companies into utilities, communications, industrials, and energy. investing.com
  • [New] S&P 500 earnings are projected to grow approximately 16% in 2026, with estimates revised higher by about 1.8% year to date, despite geopolitical uncertainty. MoA Funds
  • [New] AI-related investment will drive approximately 40% of S&P 500 earnings-per-share growth in 2026. Financial Advisers | Wealth Managers | Insight Financia
  • [New] 83% of S&P 500 companies disclose AI as a material risk, yet only 2.7% of board directors have AI expertise. LinkedIn
  • [New] P & C insurers implementing AI-driven fraud detection across the claims lifecycle could save between $80 billion and $160 billion in fraudulent claims by 2032, with insurers generating potential savings of 20% to 40% depending on implementation sophistication. Decerto
  • [New] The US property and casualty (P & C) insurance industry is projected to see underlying growth fall to -3.7% in the first half of 2026, down from 1.6% in 2025, as insurers continue to contend with catastrophe exposure, inflationary pressures and rising claims costs. ReinsuranceNe.ws
  • [New] Technology sector operating margins are expected to exceed 36% in the first quarter, compared to just 13.1% for the rest of the S&P 500. RTI Wealth Management
  • [New] 70% of financial advisors expect the S&P 500 to gain 5% or more by year-end, with sentiment skewing notably bullish: 31% are calling for mid-single-digit returns, while nearly 38% anticipate gains of 10% or higher. ETF Database
  • [New] Relative valuations remain attractive, with the sector trading at a 17% discount to the S&P 500's forward price-to-earnings multiple, creating significant upside potential as fundamentals stabilize. Oppenheimer.com
  • Recent U.S. data points to a resilient consumer backdrop, while corporate fundamentals remain supportive, with Bloomberg consensus earnings growth forecasts for the S&P 500 now pointing to over 21% for 2026 and 14% for 2027. BNN Bloomberg
  • SCHD is 26 percentage points underweight technology versus the S&P 500 - which is the precise sector at the highest valuation extremes and the most exposed to AI-bubble unwinding risk. investing.com
  • By 2029, on consensus estimates, the forward P/E could fall into the high-teens range, mechanically transforming the valuation profile from expensive to genuinely cheap on a normalized earnings basis as the AI infrastructure investments mature into cash-generating assets. investing.com
  • In the US, with 91% of S&P 500 companies reporting, 84% have delivered a positive EPS surprise and 80% a positive revenue surprise, and the blended year-on-year earnings growth rate has reached 27.7%, up sharply from the 13.1% expected at the end of March. Saltus

Last updated: 22 June 2026



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