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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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.
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After strong performance in 2021, Brian Tidd, Lead Portfolio Manager with the Invesco Canadian Equity Income team, says he’s still finding relative value in Canadian equities in 2022.
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The uncertainty created by Russia’s invasion of Ukraine should make central banks cautious, says Rob Waldner. He anticipates the U.S. Federal Reserve is unlikely to raise rates by more than 0.25% in March.
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As events unfold in Ukraine, Global Market Strategist Arnab Das assesses the market response and the potential economic impact for the world.
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As the Russia-Ukraine crisis escalates, Kristina Hooper and team address what this may mean for the global economy and asset classes such as stocks, commodities, and cryptocurrencies.
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The more the U.S. Federal Reserve speaks, the more markets worry about the pace of tightening — and geopolitical tensions are only increasing the pressure, says Kristina Hooper.
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Our outlook still calls for U.S. inflation to moderate over the course of 2022, but the U.S. Consumer Price Index report for January ups the risk that the U.S. Federal Reserve may tighten too aggressively, says Brian Levitt.
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Central banks in the U.S., UK, Europe, and Canada have all turned more hawkish in the last several months. Kristina Hooper explores how markets have reacted and what may happen next.
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In preparation for this year’s RRSP tax season, the Invesco Tax and Estate Team shares 10 tax-savvy tips for investors to consider.
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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.
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Just days into the new year, Omicron continues to spread and the U.S. Federal Reserve has turned hawkish. So does this change our 2022 outlook? Not dramatically, but we offer a few notable updates.
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Kristina Hooper shares 10 predictions for markets in the new year, including her view that emerging market stocks could take market leadership over U.S. stocks.
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As we head into 2022, Randall Dishmon reviews some of the central themes embedded in his investment strategy, and why their prospects excite him, not just in the year to come, but over the next 3 to 5 years.
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“Stagflation” is economic stagnation + inflation — and some worry that the U.S. will meet that definition in 2022. Kristina Hooper explains why she doesn’t believe the U.S. is headed for stagflation.
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How will inflation define 2022? Kristina Hooper shares the investment outlook for the coming year, including a base case and two tail risk scenarios.
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Consumers are understandably vocal about inflation’s hit to their pocketbooks. But Talley Léger believes investors can potentially benefit in both hot and cold inflation environments.
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Senior Portfolio Manager Ido Cohen1 discusses the impact of online shopping, COVID-19, inflation and supply chain disruptions on this year’s holiday shopping season, and where his team is seeing opportunities in the consumer sector.
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The jousting between the U.S. and China has spilled into the financial markets as both countries look to rein in technology companies for both national security and domestic policy reasons. Policymakers in the U.S. have become concerned that China is using access to U.S. capital markets and technology to improve its military and security apparatus.
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U.S. Congress usually has one or two big items to pass before the holidays. But this year seems especially fraught with crises both fiscal and political. We detail four issues to watch.
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