Market
Monthly Market Roundup
In our monthly market roundup for September, Invesco experts provide a rundown of a mixed month for global equities and an update on the fixed income markets.
Stay up to date with the latest twists and turns of global markets and macroeconomic news and views from our global market strategists and investment teams.
Monthly Market Roundup
In our monthly market roundup for September, Invesco experts provide a rundown of a mixed month for global equities and an update on the fixed income markets.
An investor’s guide to the US presidential election
We assess the key differences between Donald Trump’s and Kamala Harris’s policy platforms, and highlight the potential implications for the financial markets.
Weakening or normalizing? A big-picture view of the global economy.
We examine the normalizing US economy, diverging consumer sentiment in Europe and the UK, easing monetary policy in major Western economies, and encouraging stimulus in China.
Federal Reserve recalibrates monetary policy to avoid recession
The Federal Reserve (Fed) cut interest rates by 0.50% to keep the US economy in good shape and avoid falling behind the curve, but uncertainty lies ahead.
Harris versus Trump: What do political strategists think? Takeaways from our webinar
The US presidential race between Kamala Harris and Donald Trump is intensifying. Discover what political strategists had to say about the race in our post-debate US election webinar.
Market prepares for likely Federal Reserve rate cut
As anticipation grows for a Federal Reserve rate cut, the stock market turned in a strong week, led by the technology sector.
Stock market jitters and the case for a soft landing
Fears about the US economy rippled through the markets last week as recent data fell short of expectations. But the case for a relatively soft landing remains strong.
Applied philosophy – Strategist from East of the Elbe
Welcome to Applied philosophy, our view on global equity market model sector allocation.
How will the market react when the Federal Reserve cuts interest rates?
The market’s reaction when the Federal Reserve dropped interest rates after the 1994-1995 tightening cycle could be a guide going forward.
When doves yell: Fed loudly signals a September rate cut
Minutes from the July FOMC meeting were surprisingly dovish, and Federal Reserve Chair Jay Powell suggested a likely policy shift in comments from Jackson Hole.
Reversal of fortune
After the sharp decline bottomed on August 5, new data drove a strong US and global stock rally for one of the best weeks this year. We still believe the US will avoid a recession.
EU imposes provisional anti-dumping measures on Chinese EVs and biodiesel
Michael O’Shea examines the EU’s provisional tariffs on Chinese EVs and biodiesel, with final decisions expected in November 2024 and February 2025.
Why the recent market correction may have been an overreaction
Last week saw a big market sell-off that significantly reversed itself, suggesting the happiest investors may be those who ignored it all.
US recession fears prompt global market sell-off
Market corrections usually come from policy uncertainty and/or surprising weakness in the economy. But today’s recession worries seem like an overreaction.
Will the Federal Reserve follow the Bank of Canada in cutting interest rates?
The Bank of Canada cut interest rates again last week, with the Fed, Bank of Japan, and Bank of England all scheduled to meet this week.