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Weekly Market Compass
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.
Stay up to date with the latest twists and turns of global markets and macroeconomic news and views from our global market strategists and investment teams.
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.
Rotating markets and politics
In Uncommon Truths, Invesco experts Paul Jackson and Andras Vig’s provide a regular in-depth look at the big topics impacting markets.
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.
Monthly Market Roundup cov. July 2024
In our monthly market roundup for July, Invesco experts give a rundown on a mixed month for global equity markets, as well as an update on fixed income markets.
Tactical asset allocation
Welcome to our Tactical Asset Allocation hub. Here you’ll find a selection of the most recent research from Invesco Solutions. Read our latest analysis that covers market strategy and opportunities across various asset classes.
Global Fixed Income Strategy Monthly Report
In our regularly updated macroeconomic analysis we offer an outlook for interest rates and currencies – and look at which fixed income assets are favoured across a range of market environments.
US recession fears prompt global market sell-off
Market corrections usually come from policy uncertainty and/or surprising weakness in the economy. But today’s recession worries seem like an overreaction.
Will the Federal Reserve follow the Bank of Canada in cutting interest rates?
The Bank of Canada cut interest rates again last week, with the Fed, Bank of Japan, and Bank of England all scheduled to meet this week.
What Biden’s historic election decision means for markets
Nominating a new Democratic presidential candidate this late in the race creates additional uncertainty in the markets.
Invesco Global Sovereign Asset Management Study 2024
This year’s study, the twelfth in the series, discusses how these factors are influencing asset allocations, and examines the impact on long-term trends, including rising allocations to private credit, emerging markets, and funding the energy transition.
Could the Federal Reserve cut interest rates twice in 2024
Recent data shows greater disinflationary progress in the US, which I believe will lead to a Federal Reserve rate cut this quarter, and I see room for more than one rate cut in 2024.
Reversals of fortune emerge in elections and economies
France and the United Kingdom see a change in political direction in recent elections. What could that mean for investors?
What does France’s election mean for markets?
The second half got off to a fast start as markets absorbed some important data for the Federal Reserve and the first round of legislative elections in France.
First Round French Parliamentary Elections: First take on results and investment implications
We take a look at what the results and possible investment implications could be after the First Round of the French Parliamentary Elections. Find out more.