Find the latest macro analysis and insights
When bond markets exhibit wide credit-spread dispersion, look to a systematic approach to generate alpha. Today’s credit markets look deceptively dull: while average spreads are tight, dispersion a...
Curating diverse return streams is important. Asset-based finance may help. Diversification is often treated as an asset-allocation decision. How much capital should go to equities? Bonds? Alterna...
Japan is entering an exciting new phase, with several advantages that distinguish it from other major markets. There will inevitably continue to be periods of volatility as geopolitical tensions pl...
Minister of Finance René Legacy tabled the 2026/27 New Brunswick provincial budget on March 17, 2026.
In this quarter's Views from the Global Value team, Portfolio Manager and Senior Research Analyst Adrian Jones explains why he believes investors are embracing opportunities beyond the US as secula...
The growth and inflation impacts are seen by markets as risks to be hedged, while robust corporate earnings forecast support equities.
History doesn’t repeat itself, but often it rhymes. Financial markets are once again contending with a 1970s-style Middle East energy crisis that has the power to raise inflation, worsen fiscal...
Vanguard shares monthly labor market data, offering timely insights into U.S. hiring and income trends.
Joe Davis explains when oil price volatility becomes an economic risk, how it affects inflation expectations, and what it signals for growth.
Copyright © 2026 Markets Recon. All Rights Reserved.
