Invesco Canada blog

Insights, commentary and investing expertise


Global Market Strategist, Invesco Ltd.
June 19, 2018

Subject | Invesco | Macro views

Central banks took centre stage last week, with a trifecta of major central bank meetings. The clear theme was that most major banks are at least taking small steps toward monetary policy normalization. However, the central banks that are tightening may be caught by surprise if the trade situation worsens – which I believe is a strong possibility.

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Federal Reserve hikes with upbeat outlook


Senior Portfolio Manager, Head of North America Rates, Invesco Fixed Income†
June 14, 2018

Subject | Institutional | Invesco | Invesco Fixed Income (IFI) | Macro views

The U.S. Federal Open Market committee (Fed) continued their recent gradual hiking cycle by increasing the federal funds rate by 0.25 percentage points at today’s meeting. The target range after the hike is now 1.75%-2.00%. The financial markets had been fully expecting today’s move.

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Protectionism rears its ugly head again


Global Market Strategist, Invesco Ltd.
June 5, 2018

Subject | Invesco | Macro views

The global trade environment seriously worsened last week as the U.S. applied aluminum and steel tariffs to Canada, Mexico and the European Union (EU). Just a few days before, U.S. President Donald Trump announced he is exploring tariffs of up to 25% on imported cars. In my view, this is a very negative development that has implications for the global economy for several different reasons:

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Is Italy headed for an EU exit?


Global Market Strategist, Invesco Ltd.
May 30, 2018

Subject | Invesco | Macro views

We have devoted much time in this weekly blog to geopolitical risks. However, I have tried to stress that geopolitical risk, while disruptive, tends not to impact fundamentals – although it can certainly create a lot of turmoil in capital markets in the shorter term. A case in point is the current political situation in Italy, which has worsened over the last few days and thrown into question the country’s future with the European Union (EU).

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