Source intel on energy, metals, and raw materials markets – plus more
Market forces that have challenged profitable-growth stocks could set the stage for a recovery. US growth stocks underperformed in early 2026 amid AI disruption fears and an unresolved conflict in...
Geopolitics, tariffs and the energy crisis are reshaping markets around resilience, fiscal dominance and regional diversification. Investors should rethink...
The initial response to the 2026 energy shock may be fossil heavy, but longer term it increasingly looks to be energy transition, motivated by energy security.
Amid bond market volatility, the UK is looking particularly exposed.
IMF Spring Meetings 2026 highlighted uncertainty and a focus on potential tail risks. Stronger EM fundamentals, policy credibility and diversification stand out amid energy and political volatility.
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...
• In the absence of adecisive diplomatic progress, markets are swinging between worry and renewed optimism. The high volatility in interest rates reflects uncertainty over the trajectory of pric...
The fourth successive annual award for our Commodities team shows their depth of expertise and disciplined systematic approach.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
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