Invesco Canada blog

Insights, commentary and investing expertise

Global growth, the French election, and the U.S. Federal Reserve


April 26, 2022
Subject | Markets & Economy

Global growth expectations take a fall, Macron secures victory in France, and the U.S. Federal Reserve spooks markets with talks of half-point interest rate hikes at the next several meetings. Kristina Hooper discusses these three key issues.

Continued

Comments Off on Global growth, the French election, and the U.S. Federal Reserve

Market FAQ: Inflation, monetary policy, earnings and more


April 18, 2022
Subject | Markets & Economy

I entered this industry back in 1995, and I’ve seen a lot over the last 27 or so years — but the last few years have seemed particularly wild. I’m reminded of a line from one of my favourite Grateful Dead songs, “What a long strange trip it’s been.” The last year hasn’t really been that long — but it’s certainly been strange. Below I tackle a few questions I’m hearing from clients who are trying to put today’s events into perspective.

Continued

Comments Off on Market FAQ: Inflation, monetary policy, earnings and more

Some ‘silver linings’ I see in markets today


April 13, 2022
Subject | Markets & Economy

Last week, I was lucky enough to present to several different clients and to also address a group of business school students. Questions and conversations with them this week have helped to shape what’s been on my mind, especially regarding the “silver linings” I’m seeing in some concerning issues. Below, I discuss a few of them.

Continued

Comments Off on Some ‘silver linings’ I see in markets today

Key metrics to watch in April


April 7, 2022
Subject | Markets & Economy

The world is opening up in many places, and I have had the good fortune of more travel and interaction with clients. One of the questions I get is about which metrics I like to follow most closely. I have a very long list, but below are a few that I think are particularly relevant right now.

Continued

Comments Off on Key metrics to watch in April

Market FAQ: The yield curve, inflation, stock volatility and more


March 31, 2022
Subject | Markets & Economy

From the U.S. Treasury yield curve, to stock market volatility, to China’s COVID response – I’m getting a lot of questions from clients about what conclusions we can draw from the daily deluge of data that investors have to contend with. This week, I address the latest inquiries.

Continued

Comments Off on Market FAQ: The yield curve, inflation, stock volatility and more

Anticipating a U.S. Federal Reserve rate hike and what might come next


March 15, 2022
Subject | Economics | Markets & Economy

As we count down to the Fed meeting this week, the central bank is faced with competing concerns – downward pressures on economic growth and upward pressures on inflation. Will the U.S. Federal Reserve be able to engineer a soft landing? Kristina Hooper discusses what to watch.

Continued

Comments Off on Anticipating a U.S. Federal Reserve rate hike and what might come next

The monster under the bed


January 25, 2022
Subject | Economics

Market participants are letting their imaginations run wild about U.S. Federal Reserve tightening this year. But often, reality is better than what we imagine, says Kristina Hooper.

Continued

Comments Off on The monster under the bed