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A turbulent week in markets as oil surged back above $100, inflation fears reignited, and markets whipsawed between escalation risk and uneasy calm.
With Middle East peace in sight, the S&P 500 should resume its path to 7,500.
Japanese companies favor seniority, but there may be material benefits to multigenerational boards. Japan has made major strides in corporate governance over the past decade. Reforms have included...
• In the US, this week’s data tended to reinforce the idea of knock-on inflation, both from Donald Trump’s tariffs and from services, even though the US Treasury said that tariffs deemed illegal...
Venezuela is re‑entering strategic focus as recovery discussions gather pace. A recent research trip suggests momentum is real, though progress remains fragile and uneven.
For much of March 2026, money markets experienced a gradual yet notable repricing, reflecting a clear shift in market sentiment following the escalation of the US/Israel – Iran war.
The Iran conflict has injected a substantial amount of uncertainty into the outlook. Crudely, growth will be weaker than previously expected and inflation stronger.
In this Economics Weekly Richard de Chazal argues that the stock-to-bond correlation has moved from negative to positive and explains what that means for investors.
The 2026 National Budget, delivered on 25...
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