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 as our global market strategists and investment teams share their views on the latest market news and developments.
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.
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.
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.
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.
Mixed economic data raises questions in US and around the world
As data reports deliver mixed messages on the US economy and the US deficit rises, signs across the globe show diverging central banks and the potential for rising prices.
As global economies diverge, where are the investment opportunities?
Central banks are on different timelines for rate cuts, political uncertainty is leading to divergence within Europe, and emerging market elections have shown different preferences among voters.
2024 midyear outlook: Is it time to rethink, reset and refresh? Takeaways from our webinar
At the midway point of 2024, our Outlook webinar explores whether its time to rethink, reset and reset your investment views for the rest of the year.
Global Equity Market Model Sector Allocation | June 2024
Welcome to Applied philosophy, our view on global equity market model sector allocation.
The metaverse: new worldwide web or next Wild West?