Invesco Canada blog

Insights, commentary and investing expertise

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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What do higher oil prices mean for the stock market?


Global Market Strategist, Invesco Ltd.
May 23, 2018

Subject | Commodities | Invesco | Macro views

In the past few weeks, the price of a barrel of oil has risen to its highest level in the last several years, and I believe it is poised to move higher. Lately, I’ve been asked quite a bit about what this means for the stock market. While high oil prices may have an effect on certain sectors and industries, I believe the far greater impact would be indirect – and could happen in several different ways.

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