Market Monthly Market Roundup
In our monthly market roundup for November, Invesco experts provide a rundown of a mixed month for global equities and an update on the fixed income markets.
6 February 2025
Market and macroeconomic updates
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.
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.
4 February 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.
30 January 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.
29 January 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.
22 January 2025
Weekly Market Compass Did markets overreact to the December US jobs report?
The December US jobs report showed strong growth, prompting market concerns about the economy running too hot and opening the door to more inflation.
14 January 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.
7 January 2025
Weekly Market Compass Fiscal conservatism and other global economic themes for 2025
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.
18 December 2024
Weekly Market Compass The four Trump policies most likely to impact economic growth
Deregulation and tax cuts could potentially provide a boost to US economic and market growth, while tariffs and immigration restrictions could pose challenges.
11 December 2024
Weekly Market Compass US, European stocks rise despite looming risks
The potential for significant deregulation and tax cuts has excited many investors, leading US stocks to “climb the wall of worry” despite immigration and tariff risks.
3 December 2024
Market Trump 2.0: How will Europe respond?
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.
3 December 2024
Weekly Market Compass 2025 investment outlook: After the landing
We expect significant monetary policy easing to push global growth higher in 2025, fostering an attractive environment for risk assets as central banks achieve a “soft landing.”
26 November 2024
Asset allocation Applied philosophy – Are global equities in a typical mid-cycle phase?
Welcome to Applied philosophy, our view on global equity market model sector allocation.
26 November 2024
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.
6 November 2024
Weekly Market Compass Market uncertainty ramps up around the world
Despite strong earnings reports, the markets are reflecting some uncertainty and concerns related to geopolitical risks and growing deficits.
29 October 2024
