Find the latest macro analysis and insights
AI is creating opportunity, but risks abound. Investors should prepare for a range of outcomes. Global equities rebounded in the second quarter as confidence in the AI investment cycle strengthened...
Midway through 2026, Franklin Templeton Institute’s Global Investment Outlook framework remains a valuable lens—but the landscape has shifted.
After a negative start to the year, global equities rebounded from their lows in Q2 with the S&P 500 recording its best quarterly performance since the post-pandemic recovery in 2020.
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.
Emerging markets have weathered another external shock well, as the latest move in energy prices translated into a more manageable inflation impulse than initially feared. In this week’s Bond Bulle...
The new Chair questions a long trend toward more communications. Ryan Boyle explains.
It would seem the war between the US and Iran is now over. Who won and who lost is beyond the scope of this blog, however the consequences of the war are important for investors.
A less transparent Fed could increase uncertainty, weaken policy transmission and raise market volatility as investors lose key signals on rates and risk.
Explore the relationship between emerging markets growth differentials versus developed markets, and US dollar cycles.
Copyright © 2026 Markets Recon. All Rights Reserved.
