Did markets overreact to the December US jobs report?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Jobs and wages - The US economy experienced…
Prepare, Donāt Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that wonāt come down anytime soon, and the growing correlation between stocks and bonds...
A new year begins, and geopolitical instability continues
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Geopolitical instability - Canadian Prime Minister Justin Trudeau…
Fiscal conservatism and other global economic themes for 2025
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Fiscal conservatism - Budget battles have contributed to…
US, European stocks rise despite looming risks
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US stocks - Investors in US stocks are…
Above the Noise: Red wave, tariff uncertainty, and government spending
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Yay or nay? - Weāre seeing vastly different interpretations…
2025 investment outlook: After the landing
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Base case - We expect significant monetary policy…
Politics, central banks, and what matters most to markets
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Stocks and elections - Weāve seen in the…
What are markets telling us about Trumpās decisive victory?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Tax cuts -Ā Trump is likely to focus…
Market uncertainty ramps up around the world
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways International Monetary Fund (IMF) - The IMF raised…
Above the Noise: Markets suggest inflation story is over
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Good news is good news - With US inflation…
Stock market myths: Investorsā beliefs donāt always reflect reality
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Stocks and the economy - One myth is…
Early earnings calls indicate a resilient US economy
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Earnings season begins - As of Oct. 11,…
Weakening or normalizing? A big-picture view of the global economy
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Consumer concerns - There is concern about US…
What interest rate cuts could mean for markets
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Economy impacts market - The market performed better if…
Stock market jitters and the case for a US soft landing
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Market jitters - Disappointing manufacturing and jobs data…
