Find the latest macro analysis and insights
Uneven markets may create new opportunities for investors willing to look beyond home. As the forces shaping bond markets become more local, the opportunities become more global. From energy stress...
US consumer price index (CPI) inflation eased more than expected in June, reducing the probability of a hike at the Federal Open Market Committee (FOMC) meeting later this month.
Now families can invest for their children from birth with new Trump Accounts, designed to support long-term investing.
The macroeconomic environment surrounding New Zealand’s equity market is beginning to improve, albeit from a low base and following several years of significant market and global disruption.
AI demand, energy risks, and inflation pressures test market resilience and the Federal Reserve’s outlook on monetary policy.
The political calendar is busy, with important events due in the UK, France and Israel. However, attention will be focused on November’s US mid-term elections.
We share our outlook for India equities in 2H 2026, as resilient growth, policy support and earnings recovery could create long-term opportunities.
Discover JXUS, a thoughtful way to broaden equity exposure beyond the US, with active UCITS access to Europe and Japan opportunities.
A quarter dominated by concentration, momentum and regional dispersion.
Copyright © 2026 Markets Recon. All Rights Reserved.
