Market Reports
CareEdge Releases Global Economy Update for June 2025
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Author: TEXTILE VALUE CHAIN
CareEdge Global has published its latest Global Economy Update – June 2025, providing a wide-ranging analysis of geopolitical, fiscal, monetary, and trade developments shaping the global economic landscape.
Key Highlights Include:
Global Trends:
- The Strait of Hormuz remains a vital oil transit route and a strategic pressure point amid Middle East tensions.
- Escalating conflicts worldwide have prompted a surge in global defense spending, with NATO targeting 5% of GDP by 2035.
- Fiscal deficits and rising debt levels continue to influence global bond yields, particularly in the US, UK, China, and India.
- Asian currencies are strengthening as the US dollar weakens, driven by reduced investor confidence and shifting asset preferences.
Asia Pacific Region:
- China sees a truce in US trade tensions and a continued slump in its property sector, leading to further monetary easing.
- India concludes a historic FTA with the UK and surprises on GDP growth, prompting the RBI to front-load rate cuts.
- Bangladesh battles high inflation due to rising import costs despite tight monetary policy.
The Americas:
- United States faces increased credit default swap spreads and a cautious Fed outlook with unchanged rates.
- Colombia deals with rising debt levels and a widening fiscal deficit, reversing prior consolidation efforts.
Europe:
- Euro Area posts stronger-than-expected GDP in Q1 2025.
- Greece benefits from a tourism boom and improved labor markets.
- Portugal sees rising house prices and a strengthening external position.
- Turkiye experiences currency depreciation and a drop in reserves amid political instability.
Africa:
- Nigeria’s budget outlook weakens due to falling oil production and prices.
- Mauritius announces an ambitious fiscal consolidation plan, including the strategic use of Chagos deal revenues to reduce public debt.
This comprehensive report captures a global perspective, aiding stakeholders in understanding the evolving macroeconomic and geopolitical environment.
📎 Download the Full Report (PDF)