Markets Recon

Macro

Find the latest macro analysis and insights

+221 New this week
09:57 GMT Last indexed
Trending in Macro

What allocators are reading now.

The archive

All Macro insights.

Source Title Topics Published Actions
EFG International Navigating divergence – Hedge Fund Strategy Update
Invesco 2027 Investment Outlook – Asia Fixed Income: High Yield
Invesco Uncommon truths: Focus on the economy, not the politics
LSEG The equity cushion: Why US debt hasn't shaken markets
UBS Asset Management A tale of two markets
Robeco US stock market rotation broadens beyond AI after Democratic sweep
S&P Global AI Development and Its Role in Eurozone Capital Investment
Invesco 2027 Investment Outlook – Asia Fixed Income: Investment Grade
LSEG Asia Pacific capital markets gather momentum as investment needs evolve
Standard Chartered US mid-term blue tsunami – what changes for investors?
UBS Asset Management Where will global trade go next?
UBS Asset Management Inflation fantasies
Amundi Post-election equity rotation reshapes opportunities beyond US technology and AI-linked stocks
Bank of America Must Read Research: Quantum, Unicorns, Copper and Chips
BNY Investments Monthly Checkpoints: November 2026
BNY Investments Washington realigned: assessing policy and market implications
Fiera Capital Made in Canada: A New Structural Catalyst for Canadian Industrial Real Estate
Hamilton Lane Weekly Research Briefing: Bluebonnets in November
Man Group The Cost of Living Defined the Midterms. Now It Could Test the Fed
New York Life Investments From the Desk: Hot CPI, with Hike Likely in December
Nuveen Global macro musings: Europe's rotation faces earnings headwinds
UBS Asset Management Daily: Dip buying lifts US stocks after tech sell-off
State Street Investment Management US resilience stands out as rates move higher
William Blair Economic Perspectives—Connecting the Headlines Across Global Markets
Aristotle Markets After Midterms

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!