Investment analysis for yield and duration-focused investors
Green bonds are no longer solely a sustainability story. They are becoming a way to access themes such as energy security, infrastructure modernisation, building efficiency and the global transitio...
Decoupling between Canadian and US markets is changing credit dynamics. See how this affects hedging and trading strategies.
Despite renewed geopolitical tensions and higher energy prices, investors have remained remarkably resilient. With markets looking through near-term risks and focusing instead on resilient growth,...
Housing weakness, Canada’s labor stabilization, and Japan’s market tensions highlight a week shaped by restrictive rates, policy uncertainty, and growth risks.
Please join our US economist and rates strategists for their weekly rates call to cover (1) commodity risks for global rates & curves and (2) US CPI preview & US inflation pricing implications. The...
Higher earnings forecasts across corporate credit have raised the bar for second-quarter reporting, while AI hyperscaler capital spending is poised to continue to drive the narrative.
AI is reinforcing prime office demand in the short term, but the bigger question is whether productivity gains will ultimately limit hiring and space needs.
EM debt rebounded in Q2 as hard currency spreads tightened and local markets gained on improving sentiment, though geopolitical and policy risks remained.
AI-fueled infrastructure investment is reshaping credit markets, creating new opportunities for diversification and return potential.
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