Global Stocks Defy Gravity—Up 7% YTD in 2025 Despite Macro Headwinds

Wall Street’s bull run isn’t dead—it’s just taking coffee breaks. Global equities have quietly notched a 7% gain year-to-date, proving doomsayers wrong (again).

The Stealth Rally

No fireworks, no hype—just relentless upward creep. From Tokyo to Frankfurt, indices grind higher while economists scramble to downgrade recession forecasts.

Liquidity Wins Again

Central banks’ 'higher for longer' mantra? More like 'looser for longer' as liquidity sloshes through markets. Who needs fundamentals when you’ve got trillions in dry powder hunting for returns?

The Cynic’s Corner

Another year, another reminder that stocks climb a wall of worry—especially when that wall is built with printed money. But hey, at least the champagne in hedge fund offices stays chilled.

Trump Diffusing the Conflict Might Have Made Global Stocks Rise

Despite the US bombing of three nuclear bases in Iran and the Islamic Republic’s retaliation against military bases in Qatar, TRUMP managed to diffuse the conflict by negotiating a ceasefire. He also came down heavily on Israel for violating the ceasefire warning them of financial consequences. Global stocks saw a surge on Monday after the event and remained in the green for three consecutive days.

Also, Republican leaders are progressing towards pushing the One Big Beautiful Bill Act through Congress before July 4. The bill will add trillions to the $36.2 trillion national debt. Estimates suggest that an additional $5 trillion could be added to the national debt making global stocks a risky affair.

said Senate Democratic leader Chuck Schumer. Overall, global stocks may face volatility when the bill is passed in July.