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.
Four key market signals to watch
Geopolitical risks have risen, but bond spreads, economic and inflation data, and the US dollar haven’t signaled any major stock market issues.
Above the Noise: Look beyond distracting headlines
The outlook for stocks still looks promising despite headlines on Fed independence, Greenland, and ongoing geopolitical maneuvering.
New year, same story: Geopolitics, tariffs, and resilience
The calendar flipped to a new year, but macro and market trends look largely the same: Resilience in the US economy, geopolitical shifts, and tariff talk.
Does the January effect indicate stock performance?
January's stock performance is thought to forecast performance for the year, but the month's predictive power may be overstated.
Legal investigation of Fed Chair Powell presents new risk to markets
The potential use of the justice system against a sitting Federal Reserve Chair represents a line that markets have not previously had to price.
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