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...
The Fed left interest rates in the range 3.5% - 3.75%, a widely expected outcome. The decision to hold was unanimous.
How the SpaceX IPO highlights the role of AI-driven capex in boosting productivity, earnings, and shaping a more resilient global economic expansion.
From 17th‑century Dutch flood defences to modern social bonds, fixed income has long financed vital public needs – emerging as a powerful, scalable force for measurable social impact.
Clarion Partners: The convergence of long-term structural drivers and emerging cyclical tailwinds suggests the industrial sector may be approaching an inflection point, with conditions increasingly...
Investor implications of Sir Keir Starmer’s resignation as UK Prime Minister.
It was an excellent week for micro, bottom-up investors, as the macro clouds that have overshadowed and frustrated our day-to-day work finally began to clear.
Thoughts from Western Asset on the closing of the Straight of Hormuz (again).
In a higher inflation and interest rate environment, we believe Singapore equities may be comparatively well positioned against REITs and bonds, supported by earnings growth and structural policy t...
Copyright © 2026 Markets Recon. All Rights Reserved.
