Global Rising Treasury yields: Recalibration, not rupture
Higher Treasury yields may feel like the “big one,” but markets haven't shown broad signs of stress, suggesting they’re recalibrating, not breaking.
May 27, 2026
INSIGHTS
Markets & Economy
Capital market insights and outlooks from across our global investment, strategy and solutions teams.
The Big Picture: Looking beyond the fog of war 2026 Q2
The global economy is gaining momentum as financial conditions ease, economic signals improve, real wages rise, and policy remains supportive across major economies.
Global
Global Markets seek direction, not perfection
Markets can appear to ignore scary headlines without behaving irrationally, and disruption can still be consistent with resilience, adaptation, and renewal.
May 19, 2026
Global Middle East conflict: Eleven weeks on
Weekly update on the Iran conflict: assessing ceasefire developments, Strait of Hormuz trade flows, and global market reactions. Explore key scenarios, economic implications, and strategic insights for investors navigating ongoing geopolitical risks.
May 18, 2026
Global Three reasons why markets have advanced despite worries
Why have markets moved higher despite ongoing risks? Government spending, strong corporate earnings, and signs of economic resilience have helped.
May 12, 2026
Global April stock advance: Markets reflect resiliency
Despite the uncertainty surrounding the Iran war, the S&P 500 Index rose 10.49% in April. Learn what it may mean for market returns over the long run.
May 5, 2026
Global Strategic Sector Selector: Approaching late cycle?
The mild pull-back in global equities during Q1 2026 was driven by the US-Iran conflict, while AI-related disruption simmered in the background.
May 4, 2026
Asia Pacific
Asia Pacific Trump-Xi: Managing rivalry, signalling calm
President Trump’s 2026 Beijing visit highlights US‑China relations, trade talks, AI chip access, rare‑earths, and energy security.
May 18, 2026
Asia Pacific China economy and markets update – Q1 2026
China’s Q1 GDP hits 5.0 percent on record trade and resilient “new economy” output, while March PPI turns positive after 41 months—supporting margins, confidence, and potential inflows into China equities and bonds.
April 22, 2026
Asia Pacific Middle-East Update: A tentative ceasefire
The US and Iran declared a tentative 14-day ceasefire early Wednesday before Asia markets opened. Investors cheered the news; stocks in Asia rallied, Brent oil fell precipitously and the USD eased.
April 13, 2026
Asia Pacific Measuring inflation impacts on China from higher oil prices
Rising oil prices reshape China’s inflation outlook, with limited pass through, resilient energy security, and potential for a gradual reflation cycle.
March 26, 2026
Asia Pacific Japan election results: LDP landslide victory signals bullish outlook for markets
Japan’s LDP secures a historic 68% Lower House supermajority, strengthening Prime Minister Takaichi’s mandate and boosting the outlook for Japanese equities, reform, and fiscal policy.
February 10, 2026
Asia Pacific Japan bond yields surge as fiscal risks rise
Japanese government bond yields jump amid PM Takaichi’s tax-cut plans. David Chao analyzes the impact on Japanese equities, bonds, and the yen, with key investment implications.
January 26, 2026
EMEA
EMEA Europe's resurgence and new cycle of growth
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.
July 24, 2025
EMEA Why European equities in the current macro environment?
European equities could warrant greater attention with secular and structural trends appearing to take shape. Find out more.
March 19, 2025
North America
Global Kevin Warsh nominated to serve as next Fed chair
Trump nominates Kevin Warsh as Fed chair in a hawkish surprise. Here’s what it means for rates, markets, and investors.
February 2, 2026
North America US midterm election preview
Preview the US midterm elections, with Democrats favored to retake the House, Republicans likely holding the Senate, and limited constraints on Trump’s policy agenda.
January 28, 2026
North America What are the investment implications of the latest US-Venezuela geopolitical developments?
Explore the investment implications of recent US-Venezuela geopolitical developments. Learn how these events impact oil markets, precious metals, fixed income, and Asian assets, with insights from David Chao, Global Market Strategist.
January 6, 2026
North America An investor’s guide to US Section 899 tax proposals
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.
June 24, 2025
North America Will the presidential election affect the stock market?
Presidential elections haven't historically affected the stock market over the long term, so investors probably don't need to worry about November.
September 23, 2024
North America US presidential election update: What could Kamala Harris mean for Asia?
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.
August 23, 2024
Suggested Articles
Expert voices from within Invesco and partnering affiliates share thier views on trends, and current and upcoming investment opportunities.
Equities 2026 Midyear Investment Outlook - Asia Equities
Explore the 2026 midyear outlook for Asia equities, from AI-driven growth and chip momentum to North Asia leadership and geopolitical risks.
May 29, 2026
Equities 2026 Midyear Investment Outlook – China Equities
Discover the 2026 midyear outlook for China equities, as AI innovation, policy support, earnings recovery, and liquidity shape market opportunities.
May 29, 2026
Global Rising Treasury yields: Recalibration, not rupture
Higher Treasury yields may feel like the “big one,” but markets haven't shown broad signs of stress, suggesting they’re recalibrating, not breaking.
May 27, 2026
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