Resilience Drives Growth, Confidence Fuels Deals
The U.S. economy is powering ahead in 2025 — growth is climbing, consumers are spending, and credit markets remain confident.
Economic Momentum:
- Q2 GDP up 3.0%, led by consumer demand and stronger business investment.
- Services and discretionary sectors remain standouts.
Jobs & Consumers:
- Unemployment steady near low-4%.
- Wages stable, inflation contained.
- Household finances strong, debt levels manageable.
Credit & Corporates:
- Profit margins elevated, loan delinquencies just 2.8%.
- Banks and private credit channels flush with liquidity.
- Investment-grade yields softening, high-yield spreads still tight.
M&A Stays Bold:
- Fewer deals, but bigger ones — mega-deals ($10B+) dominate.
- Key focus areas: AI, healthcare, infrastructure.
- Financing backing strategic expansions remains plentiful.
Outlook:
With liquidity strong, inflation calm, and the Fed hinting at cuts, conditions are set for continued expansion. Risks linger, but momentum is firmly on the economy’s side.
Bottom Line:
Strong growth, strong credit, strong opportunities — 2025 keeps delivering.
👉 Read our latest U.S. Credit Report for full insights and updates.