Find the latest macro analysis and insights
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
In a keynote interview in the PERE Japan Report, Steve Hyung Kim, LaSalle’s Head of and Chief Investment Officer for Asia Pacific, discusses how we are increasingly looking at Japan differently tha...
The May 2025 survey results are from investment professionals across all asset classes, and we provide our predictions on inflation, recession, asset class performance and more.
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...
The RBNZ held rates steady in May amid a split decision, viewing recent inflation pressures as likely temporary. Weak demand, spare capacity and subdued wage growth are expected to limit price pass...
What is driving the next phase of economic growth? Our latest Capital Insights explores how capital expenditure, particularly AI-driven investment, is shaping productivity, earnings, and the broade...
• Last week’s hopes that a ceasefire would soon be signed were dashed by developments. • Despite the uncertainty, the market is convinced that discussions will be successful, a situation ref...
Global equities eased from record highs.
Copyright © 2026 Markets Recon. All Rights Reserved.
