Global debt hits a record $337.7 trillion. The Institute of International Finance reported that total global debt rose by approximately $21 trillion in first half 2025, driven by loose financial conditions, a weaker US dollar, and accommodative monetary policies, pushing the debt-to-GDP ratio above 324%.

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Central banks are in a transition phase: with the US initiating rate cuts, Japan starting policy normalisation (selling ETFs), while the UK and EU remain cautious, holding rates steady amid persistent inflation. The balance between controlling inflation and supporting growth is delicate, and financial markets are reacting strongly to any signals of change in central bank stance.

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Central banks are in a transition phase: with the US initiating rate cuts, Japan starting policy normalisation (selling ETFs), while the UK and EU remain cautious, holding rates steady amid persistent inflation. The balance between controlling inflation and supporting growth is delicate, and financial markets are reacting strongly to any signals of change in central bank stance.

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Global markets came under strain as slowing growth, weak trade and rising long-term borrowing costs put pressure on governments and central banks alike. Policymakers now tread a fine line between easing to support demand and avoiding destabilising debt or financial imbalances.

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Markets are balancing political turbulence, fiscal uncertainty, and protectionist pressures, with US tech gains and bond issuance, UK leadership upheaval, EU industrial protection calls, China’s financial manoeuvres, and wider geopolitical risks shaping sentiment.

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Markets danced between resilience and fragility, as strong US growth and AI optimism clashed with inflation stickiness, political volatility in Europe, and speculative surges in China. Central banks now face a delicate balancing act heading into September, with rate cuts, fiscal discipline, and global trade tensions all in play.

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Markets are buoyed by hopes of monetary easing- particularly in the US- and temporary trade respite. But beneath the surface, worrisome signs-including inflation divergence, economic deceleration in China, political risks in Japan, and geopolitical tensions-signal a cautious road ahead for global finance.

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Central banks in the US, UK, and EU signalled shifting policy stances amid soft data, inflation concerns, and trade pressures, driving rate-cut bets and market repositioning. Globally, geopolitical flashpoints and weak Chinese economic signals shaped investor sentiment and capital flows.

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