insights Markets and economy

Fresh perspectives on economic trends and events impacting the global markets.

R&D: A long-term investment

See why long term investment strategies should factor in research and development. A company's R&D strategy may lead to durability and better returns.

October 29, 2026
QQQ quarterly outlook report

Read about the latest Invesco QQQ ETF fund performance and what our strategist expects next quarter.

October 29, 2026
How a digital tilt may help buffer against global tariffs

Explore how the digital tilt of QQQ ETF’s holdings — concentrated in software and consumer digital services — may help potential resilience for investors navigate rising global tariffs.

October 28, 2026
Bonds, AI, and a bull market that has kept going

Market worries have persisted, but Treasury yields, healthy credit discipline, and continued growth in AI demand may tell another story.

October 26, 2026
Invesco QQQ monthly review

Read about the latest Invesco QQQ ETF fund performance and insights from our strategists.

October 26, 2026
Are we there yet? Bull market may have more miles

Are we nearing the end of the long-running bull market? Some key market and economic signals have suggested the ride may not be over just yet.

October 19, 2026
Growth vs. crisis: Markets weigh a higher-rate reality

Economic resilience or debt crisis? Investors see different stories in rising yields. What higher yields might mean for growth, stocks, and investors.

October 12, 2026
Global Liquidity Snapshot

Global Liquidity Snapshot offers a quarterly at-a-glance look at what's happening in short-term liquidity markets around the world.

October 9, 2026
Can stocks stay resilient with higher Treasury yields?

Rising Treasury yields haven’t yet derailed stocks, but they’ve narrowed market leadership and tested weaker borrowers.

October 5, 2026
Why Meta’s Muse may support the AI bull market

Oil and rates may challenge markets, but the success of Meta’s personal AI agent suggests the structural AI growth story may remain on track.

September 28, 2026
Why the bull market has kept defying the bears

Strong economic and corporate fundamentals have helped the stock market withstand higher rates, oil prices, and geopolitical risks.

September 21, 2026
Market drawdown vs. downturn: Watch the fundamentals

Policy uncertainty may trigger market drawdowns, but resilient fundamentals continue to support our view that the structural bull market remains intact.

September 14, 2026

Showing 12 of 64

Explore all insights

NA1943153