Market news and macroeconomics insights

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.

Market Monthly Market Roundup

By Invesco

In our monthly market roundup for October, Invesco experts provide a rundown of a negative month for global equities and an update on the fixed income markets.

13 November 2024

Weekly Market Compass Politics, central banks, and what matters most to markets

By Kristina Hooper

Despite an eventful week in politics, monetary policy from central banks still matters more to markets and economies over the long term.

12 November 2024

Tactical asset allocation monthly commentary

Asset allocation Tactical asset allocation

By Alessio de Longis

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.

11 November 2024

Weekly Market Compass What are markets telling us about Trump’s decisive victory?

By Kristina Hooper

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.

7 November 2024

Market What Trump’s win may mean for the markets and economy

By Kristina Hooper, Andy Blocker

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.

6 November 2024

Fixed Income Global Fixed Income Strategy Monthly Report

By Invesco

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.

5 November 2024

Weekly Market Compass Market uncertainty ramps up around the world

By Kristina Hooper

Despite strong earnings reports, the markets are reflecting some uncertainty and concerns related to geopolitical risks and growing deficits.

29 October 2024

Weekly Market Compass Stock market myths: Investors’ beliefs don’t always reflect reality

By Kristina Hooper

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.

22 October 2024

Weekly Market Compass Early earnings calls indicate a resilient US economy

By Kristina Hooper

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.

15 October 2024

Weekly Market Compass 10 things for investors to watch in the fourth quarter

By Kristina Hooper

Oil prices, US inflation, stimulus in China and earnings season are among the Top 10 things we’re watching in the fourth quarter.

8 October 2024

Market An investor’s guide to the US presidential election

By Kristina Hooper, Andy Blocker

We assess the key differences between Donald Trump’s and Kamala Harris’s policy platforms, and highlight the potential implications for the financial markets.

7 October 2024

Weekly Market Compass Weakening or normalizing? A big-picture view of the global economy.

By Kristina Hooper

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.

1 October 2024

Fed recalibrates monetary policy to avoid recession

Weekly Market Compass Federal Reserve recalibrates monetary policy to avoid recession

By Kristina Hooper

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.

24 September 2024

Harris versus Trump: What do political strategists think about the 2024 US presidential race? Takeaways from our webinar

Market Harris versus Trump: What do political strategists think? Takeaways from our webinar

By Invesco

The US presidential race between Kamala Harris and Donald Trump is intensifying. Discover what political strategists had to say about the race in our post-debate US election webinar.

19 September 2024