Find the latest macro analysis and insights
Rising US rates pressured emerging market debt in Q3, though resilient demand, attractive yields, and varied country performance helped support returns.
In September, the PBoC added 23t of gold, the largest since October 2023 and concluding a robust Q3. Healthy September ETFs inflows also capped a strong quarter. Gold withdrawals from SGE benefited...
Higher capital costs may add fuel to value equities with shorter-duration cash flows.
Looks past headline inflation at how consumer prices have diverged over two decades, plus fixed income and economic trends.
The UK flexible workspace market had a strong first half. London operator take-up reached its highest level since before the pandemic, AI businesses drove a 20% increase in flex transactions, and d...
A diversified blend of real assets can potentially play a vital role in the new regime of higher inflation, higher rates and increased market volatility.
With strong US economic growth, significant infrastructure buildout and a generational earnings cycle, we think the S&P 500 will reach 10,000 by year-end 2027.
Inflation wasn’t the only news stocks contended with Wednesday.
The balance of risks has shifted back toward inflation, according to Franklin Templeton Fixed Income. Stronger growth has made the trade-off from tighter policy less binding, while renewed energy p...
Copyright © 2026 Markets Recon. All Rights Reserved.
