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South African investors, are you keeping a close eye on the global markets? Yahoo Finance's Chartbook offers a crucial snapshot of the economic landscape midway through 2025. This comprehensive analysis, presented through 35 insightful charts, delves into the surprising resilience of the stock market and the emerging economic headwinds that could impact your portfolio.

The Bull Run: A Summer of Record Highs

Despite ongoing global uncertainties, the stock market has enjoyed a remarkable run, reaching record highs this summer. Our charts break down the key factors driving this performance, including surprisingly robust corporate earnings, continued low-interest rates (though analysts predict a potential shift), and a wave of investor optimism. We examine which sectors have led the charge and which have lagged, providing a clear picture of market winners and losers.

Trump's Policies & Economic Concerns: A Brewing Storm?

However, the picture isn't entirely rosy. The Chartbook highlights growing concerns surrounding the potential impact of President Trump's policies on the economy. Specifically, we explore how these policies could dampen the rapid recovery in risk assets. The charts illustrate potential inflationary pressures, trade tensions, and the possibility of increased volatility. Are these concerns overblown, or do they represent a genuine threat to the market's continued ascent?

Key Charts to Watch:

• Inflation Expectations: Tracking the trajectory of inflation is critical. Our charts reveal how market expectations are evolving and what this could mean for interest rates.
• Corporate Debt Levels: We analyze the increasing burden of corporate debt and its potential impact on future earnings.
• Trade Flows: The changing dynamics of global trade are a significant factor. We visualize the impact of trade policies on various sectors.
• Consumer Spending: Consumer spending remains a key driver of economic growth. Our charts provide insights into consumer confidence and spending patterns.
• Yield Curve Inversions: A historical indicator of recession, the yield curve is closely monitored. We present the latest data and analysis.

What Does This Mean for South African Investors?

The global economic landscape is interconnected. Events in the US and other major economies can have a ripple effect on South Africa. This Chartbook provides essential insights for South African investors seeking to navigate these complexities. Understanding the potential risks and opportunities is crucial for making informed investment decisions.

Disclaimer: This analysis is for informational purposes only and should not be considered financial advice. Investors should consult with a qualified financial advisor before making any investment decisions.