Find the latest macro analysis and insights
Artificial intelligence (AI) is the most impactful digital transformation theme since the development of the Internet. The public launch of ChatGPT…
The energy transition is a global megatrend set to drive capital flows for decades to come. In a complex and fragmented political and policy environment, investors to understand the underlying econ...
The Bank has been selling bonds accumulated during quantitative easing. We look at the figures to see just how much prices have been affected.
Explore our Investment Outlook, with insights on what you need to know about global markets and economies.
Assess the optimal strategies for investors looking to hedge against tech corrections and inflation shocks.
Discover the equity markets outside the US that we think can provide effective risk diversification and the potential to boost returns in 2026.
Unprecedented fiscal and monetary stimulus is reshaping global markets, but uneven benefits and policy risks create a complex investment landscape.
Can good leadership redefine the potential for smaller companies in Europe's evolving political landscape?
Copyright © 2025 Markets Recon. All Rights Reserved.