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Question #1 for 2025: How much will the economy grow in 2025? Will there be a recession in 2025?

Calculated Risk

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2025. Here is a review of the Ten Economic Questions for 2024. 1) Economic growth: Economic growth was probably close to 2.8% Here is a review of the Ten Economic Questions for 2024. in 2024 (around 2.6% Q4-over-Q4). Q4-over-Q4).

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Q2 NY Fed Report: Mortgage Originations by Credit Score, Foreclosures Decrease

Calculated Risk

Note: The Liberty Street Economics blog today focused on “borrower trends in the mortgage market across balances, delinquency rates, credit scores, and geography”. Look at the difference in credit scores in the recent period compared to the during the bubble years (2003 through 2006). Here are a few charts from the report.

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Q2 earnings: Continued strength supports the stock market bulls

Nationwide Financial

Additionally, according to FactSet, the frequency of companies referencing recession during conference calls has dropped to its lowest point since 2006. Furthermore, a cooling labor market combined with restrictive interest rates continuing to hamper economic activity in several sectors such as housing and manufacturing.

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#5 – “The US is a Minority of Global GDP”

Meb Faber Research

But if you were to guess just how much of the total the US represents, likely you’d be wrong. At around 25% of the total, or approximately $30 trillion, the US is the world’s dominant economy. rara) Deploy mode: deploy uid: 687dca94d918f -->

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Navigating Risk, Noise, and Uncertainty

The Big Picture

A short excerpt from his write-up of our conversation : “In my conversation with Barry Ritholtz, chairman of Ritholtz Wealth Management and host of Bloomberg’s “Masters in Business” podcast, we explored market and real estate cycles, caution, and capital allocation in today’s increasingly unpredictable economic environment.

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Transcript: Sonal Desai, Franklin Templeton Fixed Income CIO

The Big Picture

Let’s start out with the background that you come from, bachelor’s in Economics from Delhi University, PhD from Northwestern, also in economics. I didn’t want to do any of the three, and economics seemed at that time to be the one which left the most options open for me. So I did economics.

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7 Adani Group stocks in which mutual funds bought stake worth ₹2,827 Cr; Do you own any?

Trade Brains

Here is the list of Adani Group stocks in which mutual funds have increased their stake in June 2025 Adani Ports and Special Economic Zone Limited With a market capitalization of Rs. crore, the shares of Adani Ports and Special Economic Zone Limited closed at Rs. per equity share, up nearly 1.05 Holdings went from 11.10 lakh shares.