Fresh perspectives on economic trends and events impacting the global markets.
Deregulation and tax cuts could potentially provide a boost to US economic and market growth, while tariffs and immigration restrictions could pose challenges.
The potential for significant deregulation and tax cuts has excited many investors, leading US stocks to “climb the wall of worry” despite immigration and tariff risks.
Donald Trump’s red wave victory was the decisive end to a historic election. Will we see tax cuts and deregulation fuel growth? Or do trade wars and higher spending quash it?
We expect significant monetary policy easing to push global growth higher in 2025, fostering an attractive environment for risk assets as central banks achieve a “soft landing.”
Despite an eventful week in politics, monetary policy from central banks still matters more to markets and economies over the long term.
Markets got the clarity they crave with Donald Trump’s decisive victory in the presidential election. Now the focus shifts to taxes, deficits, tariffs, immigration and more.
Based on his campaign pledges, here are some things we’ll be watching for from President-elect Donald Trump and what they may mean for the economy and markets.
Despite strong earnings reports, the markets are reflecting some uncertainty and concerns related to geopolitical risks and growing deficits.
Election campaigns, wars, and natural disasters contributed to a cacophony this month. I’m staying focused on the three main things that really drive markets in the long run.
Insights on investing implications, market movements, and structural changes.
Insights from the Invesco Tax & Estate team on tax and estate planning.
Insights on the economy, the markets, and investments from our global experts.
Get the latest information and insights from our market strategists, investment experts, and tax and estate specialists.
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