Find the latest macro analysis and insights
Investors must determine what the AI capital-spending surge means for long-term business durability. Quality investing has always been rooted in a simple idea: over time, shares of companies with r...
Bitcoin's Rount Trip: A Fed-Driven Reversal Erases the Spring RecoveryComing off Q1's roughly 23% decline — the steepest opening-quarter drop in ...
By: StepStone Insurance Solutions Key takeaways Insurers are increasing allocations to private markets for yield, diversification, and asset-liability matching, but face friction from regula...
The second half of 2026 may test investors’ ability to stay optimistic about innovation while staying disciplined on inflation, rates, and valuations.
Mid-year insights into how 2026 is unfolding and what lies ahead, featuring economic and market forecasts, AI infrastructure financing, and the evolving geopolitical landscape. Plus, market moves,...
AI leadership has left many stocks moving to a different rhythm. Investors should tune in. Something unusual is happening in the US equity market. AI infrastructure winners continue to power marke...
The US dollar led G10 currencies in June on resilient growth and higher yields, but softer payrolls may slow momentum.
As business leaders review midyear performance, boards and executives note ongoing volatility across geopolitics, AI and new technologies, economics, and people risk.
Japan has spent the past year as one of the developed world’s most out-of-favour government bond markets. While Japanese government bonds (JGBs) have recently outperformed, it remains to be seen wh...
Copyright © 2026 Markets Recon. All Rights Reserved.
