September 22, 2020
Our Guide to Watching the Presidential Debates
The first debate in an election season leaves an indelible impression on voters. These are the top issues we hope the candidates will address in detail.
September 15, 2020
SteelPath September MLP Updates and News
September 8, 2020
Fire Is the Test of Gold
This post examines whether the recent shakeout in gold is a change of trend or simply profit taking. After almost doubling since its cycle low in December 2015, the price of gold witnessed a violent shakeout of over 7% in early August.
September 1, 2020
What Could the Fed’s New Policy Mean for Investors?
This post discusses the Fed’s policy, a leadership change in Japan, US consumer sentiment, and COVID-19 cases.
August 25, 2020
Staying On Guard Against Overconfidence
There is a lot coming up this week, even though it is the dead of August: RNC, important sentiment indicators, Jackson Hole Symposium, and more!
August 18, 2020
Optimism Persists Despite US Stimulus Stalemate
This week, I offer a quick update to five issues to watch in August, then highlight positive news for US jobless claims and vaccine development.
August 11, 2020
Five Things to Watch in August
This month, we’re tracking fiscal stimulus, virus cases, US-China tensions, the US dollar, and a heavily anticipated VP pick.
August 4, 2020
The Pressure is Growing for the US Economy
A federal unemployment benefit ends, Congress continues to debate about stimulus, and many fear schools could hasten a ‘second wave’ of virus cases.
July 28, 2020
How to Choose the Right 529 Portfolio for Your Future College Student
The sooner you can begin funding your child’s higher education, the more time that money has to grow. But every family is different, and the college savings strategy that works for one family may not be right for another.
July 21, 2020
As US Virus Cases Grow, So Does the Case for ‘Big Government’
Another injection of fiscal stimulus may be on the horizon. While today’s crisis is first and foremost a health crisis, there are very significant financial ramifications.
July 14, 2020
Expectations Diverge for Economic Recovery in The US and China
China’s ability to contain COVID-19 boosts longer-term confidence. Last week, we saw increases in both the Chinese and US stock markets.
July 7, 2020
US Jobs Were a Bright Spot for June, but Rising Infections Threaten Long-Term Progress
How long can economic data improve while infections continue to spread? The US issued its employment situation report for June. However, I have two key concerns…
June 23, 2020
Economic Data Shows Improvement, But Infection Rates Prove Difficult to Control
Last week we learned that in the US, May retail sales rose a whopping 17.7% from the previous month. This was the biggest increase on record and far exceeded expectations — a very substantial rebound after an abysmal April. US industrial production also improved in May, although it rose less than expected.
June 16, 2020
Five Key Takeaways from the Fed’s Press Conference
Weekly Market Compass: Powell pledges to support the economy, but notes more Congressional help may be needed.
June 9, 2020
Convertible Securities: A Surge of New Issues Provides a Deeper Pool of Opportunity
Companies in a range of sectors are tapping the convertibles market for much-needed capital. Companies are raising capital to shore up balance sheets ahead of what may be a prolonged period of difficult business conditions.
June 2, 2020
Nations Pledge Trillions in Fiscal Stimulus to Boost Their Economies
The European Union, Japan, and China propose a variety of spending initiatives to help businesses and workers. Last week I wrote about the need for more fiscal stimulus in order to counteract the negative economic impact of the pandemic.
May 26, 2020
Need Some Good News? Markets, Economy Do Offer Some
May 19, 2020
US-China Tensions Could Be the Biggest Risk to US Stocks This Year
A massive policy response has helped bolster stocks against the economic impact of COVID-19, but another tariff war could threaten markets.
May 12, 2020
Low-Wage Job Losses Fuel the US Stimulus Debate
Weekly Market Compass: I believe Congress needs to help American households remain solvent through further stimulus.
April 28, 2020
As The US Passes More Stimulus, Disagreements Loom On What Comes Next
Congress readies for negotiations over the next stimulus bill, while governors decide when and how to re-open state economies
April 21, 2020
Black Swans, Nonlinear History and Financial Markets
The world is changing. A novel world is emerging – and we anticipate a return of inflation, a bull market in China and elevated geopolitical volatility.
April 14, 2020
Trade, Stimulus, and Politics: What Matters to Markets This Week
The Federal Reserve unveils more tools to help the US economy while Congress debates its next step. A great deal of news has been announced over the last week, and it can be difficult to determine what’s the most meaningful for markets. Here are the items I’m focused on this week.
April 7, 2020
Six Things for Investors to Watch in April
Weekly Market Compass: This month will be critical in assessing the global response to the coronavirus crisis.
March 31, 2020
Where Do Stocks and Bonds Go From Here?
Members of Invesco’s Global Market Strategy (GMS) team in Hong Kong, Italy, London, Tokyo and New York shared their on-the-ground insights of the fight against coronavirus from a health care, monetary, and fiscal perspective.
March 24, 2020
Coronavirus Impact and Response: A Global View
March 17, 2020
Assessing the Globe’s Three-Pronged Policy Response to Coronavirus
Weekly Market Compass: Health care, monetary, and fiscal policy will all play critical roles in combating this crisis
March 10, 2020
Energy Infrastructure Outlook Amid the Coronavirus Outbreak
Concern among market participants over the ongoing outbreak of the COVID-19 virus appears to have spread from simply a short-term reduction in demand for petroleum products within certain Chinese provinces to a broader, though still short-term, impact beyond hydrocarbon consumption.
March 3, 2020
As Markets Struggle, Where Do Global Economies Go from Here?
We have seen a rapid and dramatic market correction as a result of the news flow around the COVID-19 outbreak. This appears to be an overreaction, in my view — but I would not be surprised to see the sell-off continue as uncertainty remains high on key issues: ease of transmission, length of time a person can be infected and contagious without showing symptoms, mortality rates, and length of time before the infection rate stabilizes globally.
