Macro

Find the latest macro analysis and insights

4Q'2026 Outlook | Switching Lanes
  • 9 hours ago

Global growth remains resilient as 2026 enters its final quarter, supported by artificial intelligence (AI) investment and reshoring. However, elevated energy costs are keeping inflation persistent...

Managing expectations
  • 9 hours ago

The political costs of the Gulf war are evident—US President Trump suggested removing the federal tax on gasoline. Gasoline prices (unlike diesel) feed directly into US consumer price calculations....

Looking to the Futures
  • 06 Oct 2026

The Federal Reserve has announced their investigation into when it would be appropriate to lower the pace of quantitative tightening (QT).

Today's Options Market Update
  • 06 Oct 2026

Today's September jobs report showed 254,000 positions added, way above the 140,000 analysts had expected. Treasury yields and stocks jumped on the news as recession fears receded.

FX Pulse quarterly update
  • 06 Oct 2026

Paul Jackson in Invesco’s GMS Office shares his quarterly outlook on the currency markets. Find out more.

Navigating the rate repricing: European short-term high yield
  • 06 Oct 2026

With inflation sticky, interest rates rising and volatility elevated, investors could consider short-term European high yield

Two Elections in the Americas—and Spain’s Coming Snap Vote
  • 06 Oct 2026

Inside the latest twists and turns for investors.

Stocks Up on Oil Ahead of Fed Speakers, Auctions
  • 06 Oct 2026

Major indexes built on Monday's strength early, lifted by falling oil prices and a slight yield dip. Several Fed speakers are scheduled, along with a 3-year Treasury note auction.

UK Equities: Priced for Mediocrity, Positioned for More
  • 06 Oct 2026