Market Monthly Market Roundup
In our monthly market roundup for November, Invesco experts provide a rundown of a mixed month for global equities and an update on the fixed income markets.
December 13, 2024
Market insights
Stay up to date with the latest twists and turns as our global market strategists and investment teams share their views on the latest market news and developments.
Weekly Market Compass The four Trump policies most likely to impact economic growth
Deregulation and tax cuts could potentially provide a boost to US economic and market growth, while tariffs and immigration restrictions could pose challenges.
December 11, 2024
Weekly Market Compass US, European stocks rise despite looming risks
The potential for significant deregulation and tax cuts has excited many investors, leading US stocks to “climb the wall of worry” despite immigration and tariff risks.
December 3, 2024
Weekly Market Compass 2025 investment outlook: After the landing
We expect significant monetary policy easing to push global growth higher in 2025, fostering an attractive environment for risk assets as central banks achieve a “soft landing.”
November 26, 2024
Asset allocation Applied philosophy – Are global equities in a typical mid-cycle phase?
Welcome to Applied philosophy, our view on global equity market model sector allocation.
November 26, 2024
Weekly Market Compass Politics, central banks, and what matters most to markets
Despite an eventful week in politics, monetary policy from central banks still matters more to markets and economies over the long term.
November 12, 2024
Weekly Market Compass What are markets telling us about Trump’s decisive victory?
Markets got the clarity they crave with Donald Trump’s decisive victory in the presidential election. Now the focus shifts to taxes, deficits, tariffs, immigration and more.
November 7, 2024
Market What Trump’s win may mean for the markets and economy
Based on his campaign pledges, here are some things we’ll be watching from President-elect Donald Trump and what they may mean for the economy and markets.
November 6, 2024
Weekly Market Compass Market uncertainty ramps up around the world
Despite strong earnings reports, the markets are reflecting some uncertainty and concerns related to geopolitical risks and growing deficits.
October 29, 2024
Weekly Market Compass Stock market myths: Investors’ beliefs don’t always reflect reality
Myths and half-truths abound in the investing world, particularly in how stocks relate to the economy. But beliefs sometimes don’t reflect reality, and that could impact portfolios.
October 22, 2024
Weekly Market Compass Early earnings calls indicate a resilient US economy
Earnings season has just begun, and initial calls indicate that the US economy appears to be in good shape, helped by higher income consumers and strong corporate balance sheets.
October 15, 2024
Weekly Market Compass 10 things for investors to watch in the fourth quarter
Oil prices, US inflation, stimulus in China and earnings season are among the Top 10 things we’re watching in the fourth quarter.
October 8, 2024
Market An investor’s guide to the US presidential election
We assess the key differences between Donald Trump’s and Kamala Harris’s policy platforms, and highlight the potential implications for the financial markets.
October 7, 2024
Weekly Market Compass Weakening or normalizing? A big-picture view of the global economy.
We examine the normalizing US economy, diverging consumer sentiment in Europe and the UK, easing monetary policy in major Western economies, and encouraging stimulus in China.
October 1, 2024
Weekly Market Compass Federal Reserve recalibrates monetary policy to avoid recession
The Federal Reserve (Fed) cut interest rates by 0.50% to keep the US economy in good shape and avoid falling behind the curve, but uncertainty lies ahead.
September 24, 2024
