
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.
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.
European nations prepare to invest in defense and infrastructure, while the US faces the possibility of recession brought on by government spending cuts.
In our monthly market roundup for January, Invesco experts provide an overview of a strong month for global equities and offer an update on the fixed income markets.
The US economy appears to be slowing quickly as consumers brace for tariffs, higher prices, and a possible government shutdown.
Welcome to Applied philosophy, our view on global equity market model sector allocation.
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.
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.
The market greeted a week of economic meetings, executive orders, and important announcements with rising stocks and falling volatility.
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.
The December US jobs report showed strong growth, prompting market concerns about the economy running too hot and opening the door to more inflation.
Markets around the world rose last year despite geopolitical uncertainty, a trend that I believe seems poised to continue.
A growing trend toward fiscal conservatism, the continued importance of monetary policy, increasing geopolitical risks, and technological innovation could drive global markets in the new year.
Explore how Europe is preparing for Trump's return to the White House. With trade frictions, security concerns, climate change, and relations with China at the forefront of concerns, the EU faces challenges in maintaining unity and negotiating effectively.