Weekly Market Compass Clouds are forming for the global economy
There are signs of softening global growth prospects and rising economic policy uncertainty, plus a tectonic shift in fiscal stimulus around the globe.
March 26, 2025
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 On the lookout for ‘brown shoots’ in the US economy
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.
March 18, 2025
Weekly Market Compass European stock markets surge as US stock market sags
European nations prepare to invest in defense and infrastructure, while the US faces the possibility of recession brought on by government spending cuts.
March 12, 2025
Market Monthly Market Roundup
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.
March 7, 2025
Weekly Market Compass Is the US headed for a drop in GDP growth?
The US economy appears to be slowing quickly as consumers brace for tariffs, higher prices, and a possible government shutdown.
March 4, 2025
Asset allocation The Shiller P/E and S&P 500 returns revisited
Welcome to Applied philosophy, our view on global equity market model sector allocation.
March 3, 2025
Weekly Market Compass US uncertainty, German elections top global market news
Unemployment concerns and rising inflation expectations contribute to falling US consumer sentiment, while the German election could be a positive catalyst for European equities.
February 25, 2025
Weekly Market Compass Chinese stocks surge, concerns about US inflation grow
Catalysts like DeepSeek have sparked a surge in Chinese stocks, while US inflation expectations indicate growing concerns about a resurgence in prices.
February 20, 2025
Weekly Market Compass Tariffs, tech earnings, and inflation concerns test markets
Markets absorbed tariff news, tech company earnings, news from the new US Treasury Secretary, disappointing US inflation-related reports, and more.
February 11, 2025
Weekly Market Compass Tariffs rattle stock markets, but what’s the long-term impact?
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.
February 4, 2025
Market Market experts take a deep dive into DeepSeek
Our experts address the critical questions that arose following the news of DeepSeek’s artificial intelligence model and the market’s volatile reaction. Find out more.
January 30, 2025
Weekly Market Compass Government debt and inflation talk highlight a busy market week
The market greeted a week of economic meetings, executive orders, and important announcements with rising stocks and falling volatility.
January 29, 2025
Weekly Market Compass Inflation, tariffs, and other investor questions answered
Will US inflation rise? Are tariffs a concern? With the new year and a new Trump administration, investors have questions about the economy and markets.
January 22, 2025
Weekly Market Compass A new year begins, and geopolitical instability continues
Markets around the world rose last year despite geopolitical uncertainty, a trend that I believe seems poised to continue.
January 7, 2025
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
