Q2 2025 Hive Research

At Hive Research Institute, our Q2 FY 2025 analysis spotlights how inflation trends, rate movements, and evolving consumer behavior are shaping the broader economy.

Highlights from Q2 FY 2025:

• Inflation Moderation: Headline inflation shows signs of cooling, but core inflation remains sticky across services.

• Interest Rate Environment: The Fed’s policy stance continues to influence borrowing costs, with ripple effects across credit markets and corporate strategy.

• Consumer Dynamics: While high-income households sustain discretionary spending, middle-income segments are showing early signs of pullback.

• Market Sentiment: Equity markets reflect cautious optimism, while fixed income investors continue to hedge against prolonged rate pressure.

  
  

These interconnected dynamics underscore the importance of data-driven insights for investors, business leaders, and policymakers navigating an uncertain economic landscape.