Weekly Market Compass: Sometimes good economic news isn’t good for stocks. Here’s why we’re seeing such a moment right now.
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Weekly Market Compass: Sometimes good economic news isn’t good for stocks. Here’s why we’re seeing such a moment right now.
Comments Off on The ‘MEH’ stock marketAs the economy grows, inflation fears are rising. Invesco Fixed Income shares its view of inflation for 2021 and 2022.
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We expect the global economy to be in an expansionary regime, with growth above its long-term trend and continuing to improve. Growth is accelerating across the developed world, with the eurozone and the UK seeing meaningful momentum driven by a rebound in the inventory cycle. Emerging Asia is accelerating again, driven by China’s real estate market and a pickup in trade activity across the region. In this month’s update, I explain why this expansionary regime is favourable to equity and credit premia, cyclical factors, and risk assets more broadly.
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Our final blog post in the 2021 Federal Budget series covers Sales and Excise Tax Measures.
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This is part two of a three-part series focused on the 2021 Federal Budget. Picking up from the first blog post on Personal Income Tax Measures, we’ll cover Business Income Tax Measures.
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Weekly Market Compass: The Bank of Canada took a hawkish turn, the Biden administration floated a tax hike proposal, and earnings season could break a record for positive surprises. Here’s a round-up of key events from the past week, and what we’re watching on the horizon.
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