Brian Levitt is Chief Global Market Strategist at Invesco. In this role, he leads a team of market strategists, investment strategists, and research professionals who provide timely and compelling insights and ideas for clients across North America, Europe, Middle East, and Africa (EMEA), and Asia Pacific. Brian co-hosts Invesco’s “Greater Possibilities” podcast. He joined Invesco when the firm combined with OppenheimerFunds in 2019.
Markets take Supreme Court tariff ruling, US-Iran tensions in stride
Markets largely expected last week’s tariff decision and the flare-up in US-Iran tensions, while new US economic data was weaker than anticipated.
Supreme Court decision unlikely to end US tariffs
The US Supreme Court struck down IEEPA tariffs, but alternative statutes may mean tariffs remain, although the market impact appears limited.
‘Heads I win, tails I win’ market environment
On one side, weaker growth makes Fed easing more likely. On the other side, stronger growth supports an intact business cycle. Either can be supportive of markets if inflation stays contained.
Finding silver linings in the market selloff
Despite last week’s selloff in software stocks and other momentum-driven areas, we believe the fundamental backdrop remains supportive.
Greater clarity on the main risks to the market
We got some clarity on the two big risks we outlined in our 2026 investment outlook: Federal Reserve independence and an AI bubble.
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