Global Fed October rate cut prompts market rethink
The Fed cut rates by 25bps in October amid economic slowdown and rising unemployment. Future moves hinge on data, with markets recalibrating expectations for December and beyond.
Capital market insights and outlooks from across our global investment, strategy and solutions teams.
On the positive side, we think the global economy could accelerate (despite a slowing US economy) and that the Fed is about to embark on rapid easing.
The Fed cut rates by 25bps in October amid economic slowdown and rising unemployment. Future moves hinge on data, with markets recalibrating expectations for December and beyond.
A US-China trade truce provides temporary relief for global supply chains, while the Federal Reserve asserts its independence.
While the one-off inflation report from the Bureau of Labor Statistics showed a 3% rise over the past year, we still expect rate cuts to continue.
The strong returns on global equities during Q3 2025 seemingly ignored rising concerns around US growth.
News of defaults and stress from certain US regional banks sparked fears of a credit crisis, but they appear to be isolated events.
Gold’s surge past $4,000/oz marks a historic shift, driven by central bank demand and waning confidence in fiat currencies. Is gold a safe haven or a warning of deeper systemic risks?
India continues to demonstrate strong and resilient economic momentum, supported by a series of positive developments that reinforce its long-term growth story, particularly driven by domestic strength.
China’s biotech industry is rapidly evolving from generics to global innovation, reshaping pharma dynamics and establishing itself as a leader in high-value intellectual property.
In Japan’s Upper House election on July 20, the ruling coalition of the Liberal Democratic Party (LDP) and Komeito secured 47 seats, a sharp decline from the 66 they previously held. This update analyzes the implications of the election results on Japan’s political stability, fiscal policy, and monetary outlook.
As China pivots toward a consumption-driven economy, a new wave of emotionally driven consumer behavior is reshaping the market. David Chao in Invesco’s GMS office explores the shift in Chinese consumerism—from price sensitivity to personal identity—and how “IP consumption” is becoming a key driver of value in the country’s evolving marketplace.
We believe China’s humanoid robot industry is poised to succeed because the technology receives policy support, presents a solution for an aging population, and harnesses the strength of the country’s manufacturing sector. Find out more.
Asian equity markets opened sharply lower on Monday April 7 exacerbated by Trump’s comments over the weekend, indicating that the reciprocal tariffs are here to stay. Find out more.
After nearly two decades of relative underperformance, Europe is re-entering into the spotlight. With still-reasonable valuations, a strengthening euro, and a decisive shift toward proactive fiscal and defense policies, the investment case for European assets is more compelling than it has been in years.
European equities could warrant greater attention with secular and structural trends appearing to take shape. Find out more.
With the EU parliamentary results showing a rise in right-wing parties, French President Emmanuel Macron called for snap elections in France for its lower house of parliament.
This is a guide to the Section 899 tax proposals and its potential implications for foreign investors and businesses investing in certain US assets. Find out more.
2024 is an election year in the US, and ritual obliges that we offer our views on the global economy and global financial markets based on the potential outcomes.
Presidential elections haven't historically affected the stock market over the long term, so investors probably don't need to worry about November.
Voters, party leaders, and down-ballot candidates have had to quickly shift gears from a Trump-Biden rematch to a Trump-Harris showdown in the 2024 presidential election.
Ever since the first presidential debate, markets had been convinced of a Trump victory in the race for the Oval Office. However, tables have turned after Kamala Harris emerged as the expected Democratic presidential nominee and substantially narrowed the polls.
The 2024 presidential election is coming. History suggests that investors likely shouldn't worry about what the results mean for the economy and markets.
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