Investment analysis for yield and duration-focused investors
As markets grapple with rising geopolitical tensions, persistent inflation and renewed uncertainty over the path of US interest rates, Jerome Powell exits the Federal Reserve after steering the glo...
Emerging market debt has shown resilience despite repeat geopolitical shocks and a changing world order. In this environment, we think short duration bonds could be a useful way to diversify portfo...
Please join Mark Cabana in discussion with Adarsh Sinha & Meghan Swiber to discuss the US-China summit, yen intervention, & US rates. We will cover FX views in context of US-China summit & recent y...
Inflation is on the up but when will central banks begin to raise interest rates?
Get weekly fixed income commentary from our CIO of Global Fixed Income and Head of Municipals. Yields surge as inflation and oil r...
AI-driven capex is widening the gap between opportunity in equities and risk in credit.
US equities outperform as resilient earnings offset headwinds, while valuation and FX pressures weigh on ex‑US markets.
Hot inflation, resilient UK growth, and Japan’s tightening path shape the outlook as markets weigh data noise against rising rates and geopolitical risks.
Global markets are entering a more balanced phase, where higher‑for‑longer rates, renewed energy pressures and sticky inflation are starting to test an artificial intelligence (AI)‑driven equity ra...
Copyright © 2026 Markets Recon. All Rights Reserved.