2025 Mid-Year Outlook
Macro, Equities, Retail, Funds, RMBS, CMBS, and CLO Insights
Understand the Shifts. Anticipate What’s Next.
Download LSEG’s mid-year white paper covering global macro trends, market performance, and credit sector developments.
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For more information on how LSEG uses your data, see our Privacy Statement.
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You can adjust your preferences at any time through the preference link in any electronic communication that you receive from us.
The first half of 2025 was defined by volatility, resilience, and recalibration. From tariff-driven shocks to stabilizing earnings and cautious optimism in structured credit, LSEG’s analysts provide a data-rich, sector-by-sector breakdown of what’s shaping the second half of the year.
What You’ll Learn:
- Macro Outlook: De-globalisation, monetary policy divergence, and debt sustainability concerns across G7 economies.
- Equities: A V-shaped recovery post-tariff shock, resilient earnings, and sector-specific growth forecasts.
- Retail Consumer Trends: Slowing growth, sentiment shifts, and the impact of tariffs on consumer behavior and earnings.
- Funds Flow Analysis: Global investor behavior across bonds, equities, and ETFs—highlighting divergence between U.S. and ex-U.S. flows.
- RMBS & CMBS: Issuance trends, credit performance, and policy developments in residential and commercial mortgage-backed securities.
- CLO Market Outlook: Tailwinds for issuance and spreads, credit fundamentals, and performance metrics across leveraged loan sectors.
Why download?
- Authored by LSEG’s sector specialists
- Includes proprietary data, charts, and forecasts
- Offers actionable insights for institutional investors, analysts, and market strategists
- Builds on the themes introduced in the January 2025 Outlook report
Did you miss the 2025 Outlook paper we published in January 2025?
