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Showing posts from March, 2025

Reality Scores Over Sentiments

  Reality Scores Over Sentiments Global Scenario: I believe 2025 will be a year of navigating turbulence rather than one of rapid GDP growth. Global economic expansion is expected to remain subdued, with the U.S. projected to grow at a modest 2.0% , the Eurozone lagging at 0.9% , and China’s growth forecast at 4.2% —well below its historical average. Persistent inflation, fuelled by higher fiscal spending and potential tariff hikes, may limit central banks' ability to cut interest rates as they strive to balance growth and inflation control. A few months into 2025, the sharp decline in the U.S. stock market has prompted leading Wall Street analysts to revise their bullish outlook for the S&P 500. Heightened uncertainty around President Donald Trump’s evolving tariff policies and retaliatory measures from trading partners have triggered fears of an escalating global trade war, leading to increased market volatility. As of March 17, 2025 , Wall Street’s revised year-e...