Find the latest macro analysis and insights
The US-Iran war created a significant negative supply shock for the global economy. Franklin Templeton Institute explores the implications for monetary policy and fixed income investors.
In contrast to many securitised credit sectors, the US Agg captures very little credit spread income relative to its duration.
Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Chec...
Newfoundland and Labrador Budget 2026 highlights deficit outlook, tax cuts, higher basic personal amount, reduced small business tax, gas tax cuts, and expanded benefits.
The UK government’s growth ambitions require the infrastructure investment landscape to transform. Explore how policy reform and long-term partnerships can help mobilise pension capital into projec...
Learn why pairing US and European AAA-rated CLOs may enhance income, reduce duration risk, and improve diversification.
As valuations reset and macro uncertainty persists, real estate credit can provide attractive yields backed by institutional-quality real estate, without needing to time the bottom. Bespoke loan st...
Here's the latest weekly update from our investment team.
Copyright © 2026 Markets Recon. All Rights Reserved.
