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Portfolio Manager Michael Marzouk discusses the macro signals he is watching, the case for floating-rate income, and why credit selection remains critical after 15 years of managing through changin...
Canada’s outlook is fragile and tied to USMCA negotiations, with widening gaps between trade‑sensitive and domestic sectors as uncertainty clears or persists.
Events in the Middle East continue to influence economic policy, with central banks revisiting future rate moves as the oil price returns to pre-conflict levels.
Last week, the US Federal Reserve (Fed) published the results of its 2026 Dodd-Frank Act Stress Test, with all 32 large banks – including a few subsidiaries of European lenders – remaining above th...
European banks outlook: strong ROE recovery and capital rebuilding persist, yet valuations still lag US peers despite multi-year gains.
Investors should consider designing portfolios to stay resilient and capture opportunities. Markets weathered turmoil in the first half, helped by solid earnings with signs of broadening beyond a f...
The inflation situtation
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 this Economics Weekly, Richard de Chazal contrasts the philosophical approaches taken by more recent Fed chairs with the approach that Kevin Warsh seems to be proposing.
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