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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.
Capital market insights and outlooks from across our global investment, strategy and solutions teams.
At the mid-way point of 2024, divergence between individual economies has re-emerged as a theme. How will key economic factors play out and what will the impact on markets be?
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.
Reversal of fortune
After the sharp decline bottomed on August 5, new data drove a strong US and global stock rally for one of the best weeks this year. We still believe the US will avoid a recession.
China’s economic outlook for 2H 2024
China’s GDP grew by 5% in 1H 2024 which was in line with market expectations. Q1 growth was above expectations though Q2 growth was below.
Uncommon truths: Rotating markets and politics
Rotations are happening apace, in markets and politics. In fact, after a bout of volatility, we seem to be back to where we started.
US July CPI print updates
Consumer prices in the US for July show that the disinflationary trend is back in full swing and suggest that a September rate cut of 25bps is very much on the table.
Why the recent market correction may have been an overreaction
Last week saw a big market sell-off that significantly reversed itself, suggesting the happiest investors may be those who ignored it all.
Key takeaways from Bank of Japan’s decision
In a move towards greater monetary policy normalization, the Bank of Japan (BOJ) made two distinctly important decisions at its July meeting. We outline the investment implications of the BOJ decisions.
RMB outlook for 2H 2024
We share our outlook for the renminbi in the second half of this year and the potential investment implications.
Japanaissance? Japan’s inflation revival and structural transformation
The Japanese asset bubble popped more than three decades ago, beginning a prolonged period of depressed growth and sluggish asset performance.
India election results and investment implications
The Nifty index fell -6 percent after India’s election results came in which showed that the ruling party BJP failed to win a much-expected landslide, let alone secure an outright majority in Parliament.
The outlook for Hong Kong equities following the recent rally
Since reaching a trough in January, the Hang Seng Index is up by nearly a quarter. David Chao, Global Market Strategist, Asia Pacific (ex-Japan) shares why Hong Kong stocks are getting attention.
India election and market outlook
India's general election kicked off today. David Chao, Global Market Strategist, Asia Pacific (ex-Japan) shares what he's looking out for and the resulting investment implications.
Africa 2024: A continent of investment opportunity
We believe Africa will be the economic and investment story of this 21st century. In our second Africa report, Paul Jackson and members of Invesco’s global market strategy team outline the attractive and solid fundamentals that may define the next two-to-three decades for the continent.
What will Labour’s ‘securonomics’ mean for the UK economy and investments?
With Labour winning the UK election we examine what securonomics mean for the UK economy, wealth management, UK equities and fixed income. Find out more.
French elections, EU right swing and market implications
With the EU parliamentary results showing a rise in right-wing parties, French President Emmanuel Macron called for snap elections in France for its lower house of parliament.
US presidential election update: What could Kamala Harris mean for Asia?
Ever since the first presidential debate, markets had been convinced of a Trump victory in the race for the Oval Office. However, tables have turned after Kamala Harris emerged as the expected Democratic presidential nominee and substantially narrowed the polls.
US presidential election 2024
2024 is an election year in the US, and ritual obliges that we offer our views on the global economy and global financial markets based on the potential outcomes.
How could a Trump or Biden victory impact geopolitics?
A lot has happened geopolitically since the first Trump and Biden matchup. See what the results may mean for US-China relationship, markets, central banks, and the global economy.
Could the 2024 U.S. presidential election affect market performance?
The 2024 presidential election is coming. History suggests that investors likely shouldn't worry about what the results mean for the economy and markets.
Podcast: Investor issues for the 2024 U.S. presidential election
From taxes to retirement to artificial intelligence, these are the issues investors should be following as the 2024 general election ramps up.
A narrow US stock market rally and its implications
On surface, US stocks appear to be outperforming significantly this year – in a weaker late cycle environment where growth is slowing, and the Fed has continued to tighten.
Expert voices from within Invesco and partnering affiliates share thier views on trends, and current and upcoming investment opportunities.
David Chao
Kristina Hooper
Arnab Das
Paul Jackson
András Vig
Brian Levitt
Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.