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Markets remain strikingly resilient despite geopolitical strain, but how they absorb economic and technological uncertainty will shape the path ahead.
Some investors may be skeptical, but easing inflation, lower rates, and strong earnings may mean markets could still have room to run.
AI has certainly delivered for investors in the enablers but what about users? Unemployment is trending up in some countries, US productivity growth is rising and profits have been strong.
In 2H 2026, Japan equities could be supported by rising real wages, domestic demand, and a broadening market rally beyond AI leaders.
Asia investment grade credit is expected to remain resilient in 2H 2026 as high yields, carry and selectivity help investors navigate volatility.
Asia high yield enters 2H 2026 with income driving returns as a shrinking market makes selectivity and higher-quality BB bonds more important.
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...
How are investors using ETFs to navigate uncertainty, enhance liquidity, and diversify portfolios? Find out. Get the results of the latest US research study from State Street Global Advisors.
The rally of global markets from the lows of March has been mainly an IT-driven story. This has been visible in US and Asian markets.
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