The Coming Slowdown In Growth And Liquidity: What It Means For Investors In H2 2025
Source: SeekingAlpha
2025-08-29 07:00:00 ET
By Raheel Siddiqui
Twin Perils: Slowing Economic Growth and Peaking Liquidity
Rapidly accelerating economic growth in the second quarter of 2025, combined with a massive first-half surge in global liquidity, fueled an against-all-odds rally in equity markets since their April trough. Now economic growth appears to be slowing and liquidity looks to be nearing a peak. In light of these consequential shifts, we believe lowering risk and decreasing leverage could be the most important adjustments investors should consider in the second half of 2025....
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The Coming Slowdown In Growth And Liquidity: What It Means For Investors In H2 2025
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