Market Monthly Market Roundup
In our monthly market roundup for July, Invesco experts highlight a mixed month for global equity markets, alongside key updates in fixed income.
6 August 2025
Market and macroeconomic updates
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.
Weekly Market Compass Oil moves on Middle East tensions, but other markets stay the course
The Middle East dominated the news, but beyond oil and gas, most markets haven’t yet reacted heavily. Central banks remain in somewhat of a wait-and-see mode.
24 June 2025
Asset allocation Applied philosophy: Are US corporate investment grade spreads unusually tight?
Welcome to Applied philosophy, our view on global equity market model sector allocation.
23 June 2025
Weekly Market Compass Putting markets into perspective as Middle East tensions escalate
Geopolitical uncertainty immediately triggered a flight to "safe haven” assets, but the US dollar was largely unaffected.
17 June 2025
Weekly Market Compass US economy has been resilient despite trade policy uncertainty
As tariffs were announced, rescinded, invalidated, and resinstated, the US financial markets and economy have shown remarkable resilience.
3 June 2025
Weekly Market Compass ‘Big Beautiful Bill’ brings fiscal concerns
The proposed bill, deficit, debt ceiling, tariff threats, and rising bond yields, as well as the next move by the Federal Reserve, were top of mind.
28 May 2025
Weekly Market Compass Weaker consumer confidence dampens a good week for stocks
Good news on many fronts helped buoy stock markets and lessen inflation risks even if consumers aren't feeling positive.
19 May 2025
Weekly Market Compass Central banks are treading carefully
A China-US tariff de-escalation, the Federal Reserve stays in wait-and-see mode, and the Bank of England strikes a hawkish tone while cutting rates.
13 May 2025
Market Market experts take a deep dive into DeepSeek
Our experts address the critical questions that arose following the news of DeepSeek’s artificial intelligence model and the market’s volatile reaction. Find out more.
30 January 2025
Market Trump 2.0: How will Europe respond?
Explore how Europe is preparing for Trump's return to the White House. With trade frictions, security concerns, climate change, and relations with China at the forefront of concerns, the EU faces challenges in maintaining unity and negotiating effectively.
3 December 2024
Market What Trump’s win may mean for the markets and economy
Based on his campaign pledges, here are some things we’ll be watching from President-elect Donald Trump and what they may mean for the economy and markets.
6 November 2024
Market 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.
19 September 2024
Weekly Market Compass 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.
26 August 2024
