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Reflections on the implications of the Hungarian election from Franklin Templeton Institute’s Kim Catechis.
This month, we assess how energy-related geopolitical risk could influence the BOJ’s path towards monetary policy normalisation and affect Japan’s nascent wage-led recovery.
IFM Investors' Luba Nikulina discusses new research proposing policy reforms to unlock private pension capital for US infrastructure, drawing on decades of Australian investment experience.
Amid renewed inflation risks, stagflation signals, and higher-for-longer rates, our Bond Market Outlook explores how income can drive returns and buffer volatility.
A harder path to read
With the US now enforcing closure of the Strait of Hormuz, what will it mean for credit markets? Read on for a breakdown of fixed income news across sectors and regions.
Following the announcement of a two-week US–Iran ceasefire on Tuesday, 7 April, risk assets were supported by the perception that the worst may have been avoided.
Japanese equities declined sharply in March as heightened geopolitical tensions in the Middle East drove a renewed...
Franklin Templeton Fixed Income CIO Sonal Desai shares her perspective on the US dollar. She believes any recent weakness should be understood as cyclical rather than structural because the dollar’...
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