This report, authored by Invesco Fixed Income, presents insights from the November IFI Summit on global macroeconomic trends, market risks, and investment opportunities in 2025.
• US Outlook: Strong short-term growth with potential long-term challenges from tariffs and immigration policies.
• Inflation Trends: Disinflation in winter; inflation stabilizing in late 2025.
• Federal Reserve Policy: Anticipated rate cuts tempered by strong economic growth.
• Emerging Markets: Flat growth amidst global trade uncertainties.
• Investment Opportunities: Agency MBS and Asia-Pacific credit markets highlighted as promising sectors.
For a comprehensive analysis and strategic recommendations, access the full report.
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