Find the latest macro analysis and insights
Against the backdrop of rising construction costs and a trend of declining rents, new supply of Large Multi-Tenant (LMT) logistics facilities in Greater Tokyo is expected to decrease significantly...
Timely insights from inside Washington.
Get insight on the resilient US economy, broadening market advance, pickup in IPO activity, plus what outperformed when the US dollar had weakened.
Randel (Randy) Freeman, Co-Head of GAM Alternatives, explores why Korea may be the most interesting market in the world right now for event-driven and deep value investors, and why he believes it c...
Our analysis suggests that annual global savings could more than double in real terms over the next 50 years. The US, China, and India are deemed likely to be the sources of the biggest savings poo...
Federal Reserve Chair Jerome Powell’s dovish tone at Jackson Hole last week, had ramifications for rate expectations, tech stocks, and the US dollar.
Fabiana Fedeli emphasises the importance of focusing on granular stock selection when the policy and macroeconomic backdrop is uncertain.
The UK government is keen to reduce the number of long-term sick people of working age. But organisations are overlooking a benefit which could avert the problem in the first place: Group income pr...
Copyright © 2025 Markets Recon. All Rights Reserved.
