Investment analysis for yield and duration-focused investors
Leveraged credit markets ended 2023 on a high note. The recent rally among risky assets, including high yield bonds and leveraged loans, erased some of the memories of what was a tumultuous year.
The Fed left interest rates in the range of 3.5% - 3.75%. The decision was not unanimous, with 3 dissenters in favour of a hike, revealing divisions...
Explore the key drivers of global markets in July, from geopolitical developments and the AI investment cycle to changing investor sentiment and the outlook for inflation and interest rates.
Weekly CIO views: Collateralized mortgage-backed securities offer the potential for solid income and diversification.
Foreign demand for U.S. assets – especially credit – remains resilient amid broader macro and market uncertainties.
The Fed left rates unchanged but gave little forward guidance, sending bond yields higher and weakening the dollar.
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