Rising Treasury yields, falling oil prices, and hawkish talk from the Fed
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Hawkish talk intensifies - Last week brought hawkish…
Prepare, Don’t 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 won’t come down anytime soon, and the growing correlation between stocks and bonds...
When will central banks cut interest rates?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways When will cuts start? – Perceptions change with…
Finding victories in a confusing first quarter for global markets
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways A confusing 1Q - Market swings punctuated the…
The Japanese stock rally may have more room to run
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Laying the groundwork - “Abenomics,” an ambitious economic…
Monetary Policy Madness: Will central banks’ strategies be successful?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Bank of Canada (BOC) The BOC is…
China, the Fed’s dot plot, and other things to watch in March
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Eyes on China China's National People's Congress convened…
Cooling concerns about a “hot” US inflation report
by Brian Levitt, Global Market Strategist, Invesco Key takeaways US inflation January’s US Consumer Price Index was hotter…
The waiting game: Markets anxious for clarity from the Fed
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Inflation Both US Consumer Price Index and US…
Will NYCB lead to another regional bank crisis?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Bank concerns On Jan. 30, concerns about regional…
Above the Noise: Putting outsized equity gains into focus
by Brian Levitt, Global Market Strategist, Invesco Key takeaways The "soft landing" trade Over the intermediate term, I…
Seven reasons to be optimistic about the global economy
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US disinflation continues The core Personal Consumption Expenditures…
What’s driving markets? Consumers, inflation, and central banks
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways The US consumer - For December, retail sales…
Three things to know about the US stock market’s new record high
by Brian Levitt, Global Market Strategist, Invesco Key takeaways US stocks set a new record - Today, the…
Taiwan’s election, Japan’s market high, and China’s deflation concerns
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Taiwan Voters chose a return to the status…
Five market lessons from 2023, and five predictions for 2024
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Interest rates matter This is a hyper rate-sensitive…
