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.

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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.

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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.

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Bank of Canada hikes by 50 basis points as expected


April 13, 2022
Subject | Markets & Economy

As widely anticipated by the market and bank economists, the Bank of Canada increased the overnight policy rate to 1% from 0.50%. Importantly, the neutral rate is now believed to around 2.5%, higher than the previous economic cycle peak owing to more pervasive inflationary pressures.

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The Federal budget: New measures aim to make life more affordable for Canadians


April 8, 2022
Subject | Markets & Economy

The Federal Canadian budget for March 2022/23 was tabled to the House of Commons. It was focused on making life more “affordable” for average Canadians, paid for by larger-than-expected tax revenues and the announcement of additional taxes on financial sector profits and a permanent increase in the corporate tax rate for large corporations.

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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.

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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.

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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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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.

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Perspectives on the Russia-Ukraine crisis


February 24, 2022
Subject | Markets & Economy

As Russian military operations began to unfold in Ukraine this morning, Global Market Strategist Brian Levitt spoke with Paul Jackson about the current market reaction and his thoughts on asset allocation in this environment. Paul is Invesco’s Global Head of Asset Allocation Research.

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