Source intel on energy, metals, and raw materials markets – plus more
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
The Middle East conflict dominated April headlines, keeping oil prices elevated. However, the Templeton Global Macro team observed that risk sentiment improved: the US dollar weakened, US Treasury...
Markets are shifting toward tangible assets as inflation, geopolitics and supply constraints reshape investment. AI enthusiasm looks overextended, while industrial depth, energy security and mispri...
In this month’s Allocation Views, the Middle East conflict and its impact on the global economy in 2026 continue to be the chief concern for asset allocation, as inflationary pressures challenge ce...
Edmond de Rothschild, acting as mandated lead arranger, successfully signed the facility agreement with a consortium of international financial institutions, underscoring Milence’s successful entry...
We’ve revised our 2026 US macro outlook: Higher energy prices will likely push headline inflation higher, growth should remain resilient. We expect no Fed cuts in 2026.
Despite higher energy costs, the outlook for profits is robust. While earnings growth is broadening beyond tech leaders, the AI investment boom remains a dominant theme. High valuations in some are...
Geopolitical risk dominated April FX, with Iran tensions and oil volatility. We turned tactically positive on the USD amid resilient US growth and uncertainty.
Emerging markets have grown more resilient, according to the Templeton Global Macro team, and the Iran-driven oil shock is a fresh test. Impacts will likely diverge between oil importers and export...
Copyright © 2026 Markets Recon. All Rights Reserved.
