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The RBNZ’s first rate hike since Maly 2023 represents the central bank’s first step in returning towards a neutral cash rate. However, we feel the point at which interest rates could be deemed neit...
We explore how AI-driven productivity gains could influence inflation and interest rates—and why the path from innovation to disinflation is far from straightforward.
Rising US Treasury yields are being driven by higher real yields, not inflation fears, according to Brandywine Global, Head of Macro Strategy, Paul Mielczarski. Stronger-than-expected growth, resil...
This week’s Bond Bulletin examines the first US–Japan coordinated intervention to strengthen the yen since 1998 and explains why the US and Japanese authorities chose to act now. It also assesses w...
1. Source: Federal Reserve Bank of New York; data as of July 17, 2026. 2. Source: Federal Reserve Bank of St. Louis; data as of May 31, 2026. 3. Source: Bureau of Labor Statistics; data as of July...
The latest Federal Open Market Committee (FOMC) meeting left a strange taste on investors' mouths. In our view, Chair Kevin Warsh failed to clarify the Federal Reserve’s (Fed's) reaction function a...
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
To boost economic growth, Germany advances proposals that could have major implications for employment policies around dismissals of high earners, sickness leave and fixed-term employment contracts.
Investors are concerned that artificial intelligence spending is too high and that the Federal Reserve is behind the curve in fighting inflation. But what does the evidence say?
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