Find the latest macro analysis and insights
A surge in enthusiasm for AI-related companies has created an unusually narrow Japanese equity market, with a small group of stocks driving a disproportionat...
US growth is increasingly driven by AI and tech capex, but spending still isn’t large enough to push the US to a strong 3.5-4% growth scenario.
Equity investors should cast a wide net to capture the healthcare sector’s full potential. Investors are often drawn to healthcare for its innovation and long-term growth potential. Yet in practic...
A hawkish Fed and buoyant economy outweighed falling oil prices.
Adams Street Managing Partner & Head of Investments Jeff Diehl recently joined a PE Wire podcast to discuss transparency, risk, and manager selection in private credit. He emphasized that real tran...
Against a backdrop of resilient growth and a fading energy shock, we reaffirm our positive view on risk assets. In equities we favor the U.S., Japan and emerging markets. We overweight U.S. high yi...
The Potential of Enhancing Returns: Spending for Longer Hypothetical Retirement Saving and Spending Illustration (US Dollars) This is a...
The S&P 500® gained 15% in Q2 2026, posting its best quarter since Q2 2020. The steady drumbeat of AI-related enthusiasm propelled the market upward despite numerous obstacles, including the war wi...
Weekly takes on macro stories and market trends shaping the investment world
Copyright © 2026 Markets Recon. All Rights Reserved.
