Mirus Middle Market Monitor May 2025 Report

This document is a market brief from Mirus Capital Advisors, detailing economic indicators and trends for May 2025. It reports a U.S. inflation rate of 2.4% year-over-year, with the unemployment rate stable at 4.2%. The report notes a slight increase in consumer confidence, with the Conference Board Consumer Confidence Index rising to 98.0, indicating improved consumer sentiment despite ongoing concerns about job availability. The S&P CoreLogic Case-Shiller Index shows a 3.4% annual gain in home prices, reflecting a deceleration in growth compared to previous months. The Consumer Price Index (CPI) increased by 0.1% in May, with notable changes in various components such as shelter and food prices. Public markets performed well, with significant gains in the S&P 500 and NASDAQ, attributed to strong corporate earnings and a temporary U.S.-China trade agreement. The document also covers M&A activity, noting a decrease in middle-market transactions and highlighting several significant deals.