insights Markets and economy

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

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
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
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
No rate-hiking map from the Federal Reserve

Higher bond yields and resilient markets may shape the investment outlook as investors adjust to less forward guidance from the Fed.

August 31, 2026
Don’t let debt fears derail market perspective

Higher debt and rates are grabbing headlines, but earnings strength and market resilience may matter more for long-term investors.

August 24, 2026
Bears beware: Case for bull market momentum

The bull market has challenged the bears as AI demand has risen, earnings have improved, and market breadth has expanded.

August 17, 2026
Why market headlines may miss the bigger picture

Investors may benefit from looking past dramatic market headlines and focusing on economic growth, earnings, and the bigger market picture.

August 10, 2026
Is the angst over AI spending and Fed inaction warranted?

Investors are concerned that artificial intelligence spending is too high and that the Federal Reserve is behind the curve in fighting inflation. But what does the evidence say?

August 3, 2026
Why market volatility may be part of the bull case

Markets may face AI skepticism, inflation worries, and geopolitical risks, but the bull market still looks intact amid resilient growth.

July 27, 2026
Bull market check-in: Key signals to watch

Bull markets don’t end because someone says they will. They’ve typically tended to end when fundamentals deteriorated, which we haven’t seen.

July 20, 2026

Showing 12 of 21

Explore all insights

NA1943153