Sarah Finance Topics Covered
Stock market context
In 2025, the global stock market showed moderate growth, with an average increase of 4% compared to the previous year. Major indices, such as the S&P 500 and the NASDAQ, recorded annual increases of respectively 5,2%. and 6,1%.This growth was supported by a favorable economic environment, characterized by interest rates held at historic lows and a post-pandemic recovery.
Influential economic variables
Macroeconomic variables played a crucial role in defining the market trend. In 2025, the unemployment rate in the United States stood at 3,9%., while GDP recorded an increase of 2,8%.. Furthermore, inflation, although remaining under control, showed a slight increase in 2,3%., influencing investors' expectations.
Driving sectors of the market
Among the sectors that drove growth, technology continued to dominate, with leading companies seeing revenue increases of 10%. compared to the previous year. Other significant sectors include energy and healthcare, which performed respectively 7% and 5%.
Impact of monetary policies
The Federal Reserve's monetary policies have had a direct impact on markets. With interest rates stuck between 1,75% and 2%, investors have continued to seek higher returns in the stock market. Abundant liquidity has helped support stock prices, creating a favorable environment for IPOs, which have seen a rise in 2025. 15%. compared to the previous year.
Forecast for the future
Looking ahead, the stock market is expected to continue growing, albeit at a more moderate pace. Estimates indicate annual growth of between 3% and 5% for the next two years, influenced by factors such as technological evolution and geopolitical dynamics. However, a potential economic recession could pose a significant risk to the markets.