Christina Capmany observes a high degree of market complacency regarding the ongoing situation in the Middle East.

Christina Capmany sees value in the front end of the yield curve in the U.S., Australia, and Canada.

Christina Capmany states that market pricing has shifted from an easing bias to a hiking bias for the Federal Reserve following the recent shock in the Middle East.

Invesco's current credit strategy favors U.S. credit over European credit, with a preference for shorter duration, higher quality paper.

Following the May jobs report, traders are fully pricing in a quarter-point Federal Reserve rate hike by the end of the year.

Christina Campmany sees investment value in the front end of government bond curves globally, including in the U.S., Australia, and Canada.

Christina Campmany stated that Invesco's credit strategy currently has a bias for U.S. markets over European markets, with a preference for shorter-duration, higher-quality paper.

Christina Campmany believes the Bank of Japan is also on a path to hike interest rates.

Christina Campmany expects the European Central Bank to implement an interest rate hike in the upcoming week.

Christina Campmany believes it is clear that the Bank of Japan (BOJ) will hike interest rates.

Christina Campmany sees investment value in the front end of government bond yield curves, specifically highlighting opportunities in the U.S., Australia, and Canada.

In credit markets, Invesco has a strategic bias for U.S. assets over European assets, favoring shorter-duration, higher-quality paper.

Christina Campmany speculates that high levels of AI-related capital expenditure spending may be overwhelming negative macroeconomic factors and supporting current stock market levels.

Christina Campmany expects the European Central Bank (ECB) to hike interest rates next week.