
Global Economic Trends: A Mid-2025 Perspective
As we reach mid-2025, the anticipated global economic slowdown hasn't materialized, and the US markets continue to thrive, supported by the One Big Beautiful Bill (OBBB). Despite concerns over rising fiscal deficits, indicators suggest a robust job market and steady growth. Meanwhile, India is experiencing mixed signals, with the Nifty nearing yearly highs but industrial output showing signs of struggle. Predictions indicate a potential slowdown in nominal GDP growth, causing concerns for corporate revenues. With looming tariff threats, uncertainties persist, but for now, markets remain buoyant, dancing to the rhythm of optimism.