Invesco Canada blog

Insights, commentary and investing expertise

What do recessions mean for stocks?


June 17, 2022
Subject | Markets & Economy

Consensus is building that a U.S. recession may be ahead. What could that mean for investors, particularly given the drawdowns we’ve already seen? Brian Levitt looks at how U.S. stocks performed during the past nine recessions.

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U.S. inflation reaches 40-year high, putting further pressure on the Fed to tighten policy


June 10, 2022
Subject | Markets & Economy

As U.S. inflation reaches a 40-year high, Global Market Strategist Brian Levitt shares what this could mean for the current business cycle, equities, fixed income, and the outlook for the rest of 2022.

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What could a yield curve inversion mean for stocks?


March 29, 2022
Subject | Economics | Markets & Economy

Among the most meaningful tips I received in my young career is that of all the indicators that signal what the economy may do next, the bond market gets it right most often. Thus, when the U.S. Treasury yield curve meaningfully flattens, I pay attention. Every recession over the past 60 years has been preceded by an inversion of the yield curve.1

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What keeps me up at night?


January 26, 2022
Subject

Global Market Strategist Brian Levitt discusses U.S. Federal Reserve policy and what he’s doing to prepare for what may come next.

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10 reasons for investors to give thanks


November 17, 2021
Subject

In the spirit of American Thanksgiving and the upcoming holiday season, Brian Levitt shares his list of 10 things investors can be thankful for this year, from global vaccine rollouts to a booming U.S. job market.

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I’m not concerned about long-term inflation. Here’s why.


March 5, 2021
Subject | Industry views | Invesco | Macro views

Market drawdowns are never fun.  But for all the hand wringing over the current market downturn and the pain in the long-duration trade, let’s not forget that in many ways, this is playing out as we had hoped.  It was only one year ago when the first case of the SARS-CoV-2 appeared in my home state of New Jersey.  If you had told me then that 12 months later the U.S. economy would produce 379,000 jobs in the prior month,1 the 10-year U.S. Treasury yield would be flirting with 1.60%,2 and the U.S. 10-year inflation breakeven would be over 2.2%,3 then I would have slept much better that night. 

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