Markets Recon

Macro

Find the latest macro analysis and insights

+226 New this week
17:32 GMT Last indexed
Trending in Macro

What allocators are reading now.

The archive

All Macro insights.

Source Title Topics Published Actions
EFG International Will AI permanently boost economic growth? - interview with Stefan Gerlach
BNP Paribas Asset Management Take Two: Tech stocks hit after US midterms; Bank of England hikes interest rates
Franklin Templeton Atlantic Crosswinds: Europe After the US Midterms
Invesco Tactical Asset Allocation – Monthly Update: November 2026
Macrobond Financial Week of November 9, 2026 | Macro Charts
Standard Chartered Carry, currency and conviction in a volatile 2026
UBS Asset Management Uncertainty continues
Amundi Democratic sweep reshapes US policy constraints, market leadership and investor positioning
Ashmore Group Post midterms position clearing at mid-cycle is a buying opportunity
Capital Group What past investment booms can teach us about AI
Charles Schwab Week Ahead: What's Missing from This Month's CPI?
TrinityBridge A bolt from the blue
Coutts US Midterms: what matters for investors?
DPAM Navigating shifts in bond supply and demand
DPAM Country sustainability rankings: a focus on Belgium and the Philippines
EFG International EFG Outlook 2027: Navigating a world of change, risk and opportunity
Federated Hermes Central banks aren't singing in unison
Kepler Partners Trust Issues: Investing in emerging markets with FEML's Chris Tennant
PNC Weekly Market Watch: November 9, 2026 - Market Review: Midterm myopia
Preqin Private Equity Q3 2026: Preqin Quarterly Update
S&P Global Dutch gas blending mandate could face delays as parliament puts questions forward
S&P Global This Week In Credit: Rising Stars Gain Momentum (Nov. 9, 2026)
TwentyFour Asset Management Rates justify their rally, and AI isn't a credit problem yet
UBP UBP Weekly View - US midterms shake AI trade and spark flight to safe havens
UBS Asset Management Daily: Using structures to stay invested in stocks while limiting risk of loss

It seems you have limited access to our data as you are not signed in. Either sign in to access your account, or register an account for free to gain access!