The BOJ kept rates unchanged but signalled further tightening as inflation risks persist and underlying inflation remains near target. With the Fed similarly focused on inflation, monetary policy in both countries could remain restrictive. For Japan, wages, price pass-through and US rate expectations remain key considerations.
What you'll find in this report ... Want the full picture? Click Download to access CBRE Research's complete India Mid-Year Market Outlook FY2027.
The Fed held rates steady at its October meeting but kept the door open to further tightening, with two dissenting votes and hawkish rhetoric signaling that the pause is a skip, not a stop.
Team Malizia is a young, ambitious professional sailing team united by a common purpose.
Our long-term asset class forecasts are forward-looking estimates of total return and risk premia for major asset classes. Read our update for Q4 2026.
Article for the Active Fixed Income Q4 2026 Perspectives highlighting investment opportunities across bond markets.
Earnings are expected to accelerate into 2027, but near-term inflation represents a challenge for central banks. The Macro Multi-Asset Quarterly highlights some key market factors guiding sentiment.
After a resilient 2025 marked by tariff uncertainty and cooling inflation, the global economy enters 2026 delicately balanced. Economic growth has proven surprisingly durable, and markets have cont...
Laura Cooper - Global macro musings
NISA finds that 27% of large U.S. stocks had negative realized beta in the six months to September 30, 2026, versus a 1.3% long-run average, the broadest such reading in its records since 1990.
AI spending is booming, but U.S. growth hasn’t accelerated. Imported hardware can offset GDP gains, and AI capex may crowd out other investment as rates rise.
The 30th annual edition explores how rising economic nationalism and fiscal activism create both challenges and silver linings for investors. Technology adoption will provide a near-term boost to p...
GMO's 7-Year Asset Class Forecast as of September 30, 2026.
Our long-term asset class forecasts are forward-looking estimates of total return and risk premia for major asset classes. Read our update for Q3 2026.
Our latest Capital Markets Assumptions point to a familiar but important conclusion: we still see a narrower band of outcomes across asset classes, as central banks do less to suppress rates in...
Copyright © 2026 Markets Recon. All Rights Reserved.
