
Weekly Market Compass Will high tariffs push the US into recession?
As a trade war rages, a massive market sell-off in the US and around the world raises many questions for investors.
Big picture insight and analysis drawn from our global team of economists, strategists and policy experts.
Sign upAs a trade war rages, a massive market sell-off in the US and around the world raises many questions for investors.
In our monthly market roundup for February, Invesco experts give a rundown of a mixed month for global equity markets, as well as an update on fixed income markets.
We assess what President Trump’s “Liberation Day” tariffs might mean for US and global markets, European and UK equities, and more.
With policy uncertainty rattling markets and consumer sentiment, it’s important to remember the market's long-term growth throughout its history.
There are signs of softening global growth prospects and rising economic policy uncertainty, plus a tectonic shift in fiscal stimulus around the globe.
I’m hoping not to find signs of a wilting economy, but recessions have historically been caused by policy mistakes, so it’s important to be vigilant.
European nations prepare to invest in defense and infrastructure, while the US faces the possibility of recession brought on by government spending cuts.
The US economy appears to be slowing quickly as consumers brace for tariffs, higher prices, and a possible government shutdown.
Unemployment concerns and rising inflation expectations contribute to falling US consumer sentiment, while the German election could be a positive catalyst for European equities.
Catalysts like DeepSeek have sparked a surge in Chinese stocks, while US inflation expectations indicate growing concerns about a resurgence in prices.
Markets absorbed tariff news, tech company earnings, news from the new US Treasury Secretary, disappointing US inflation-related reports, and more.
Recent history has shown that protectionist measures such as tariffs can hinder economic growth in the near term but don't necessarily create a long-term hurdle for markets.
In our quarterly analysis, Invesco experts track major trends and structural issues that investors may want to consider when making asset allocation decisions. Read our latest analysis that covers market strategy and opportunities across various asset classes.
Six things for investors to watch in the coming weeks, including US Treasury yields, US and European sentiment, US earnings guidance, and Chinese economic data.
Welcome to Uncommon Truths, Paul Jackson and Andras Vig’s regular in-depth look at the big topics impacting markets.
Invesco Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.
As a trade war rages, a massive market sell-off in the US and around the world raises many questions for investors.
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.
Gold had a remarkable month, gaining 9.3% after breaking through US$3,000 and ending March at US$3,124. Economic and geopolitical uncertainty drove the gold price higher ahead of the trade tariffs scheduled to be announced on 2 April. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
In our monthly market roundup for February, Invesco experts give a rundown of a mixed month for global equity markets, as well as an update on fixed income markets.
We assess what President Trump’s “Liberation Day” tariffs might mean for US and global markets, European and UK equities, and more.
With policy uncertainty rattling markets and consumer sentiment, it’s important to remember the market's long-term growth throughout its history.
Five key factors suggest cryptocurrencies may continue their 2024 momentum and see positive performance in 2025.
Welcome to Applied philosophy, our view on global equity market model sector allocation.
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