Find the latest macro analysis and insights
An effective multi‑asset income strategy should tap non-traditional sources besides stocks and bonds. The multi-asset playing field presents income investors with broad opportunities across asset c...
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
The Fed and the BOJ held policy rates steady, but external energy and geopolitical shocks have complicated their policy outlooks. New risks raise the bar for action, even as formal guidance remains...
During this episode, Ryan Weldon of IFM’s Debt Investments team in New York discusses the outcomes of the March Fed meeting, the updated dot plot and summary of economic projections, and the diffic...
CIO Weekly Perspectives | March 23, 2026 Fixed Income: Why This Is Not 2022 The echoes of 2022 are loud but misle...
Central banks reacted to the Iran war with caution and hawkish tones, but markets may be overpricing inflation risks amid rising growth uncertainty.
The major DM central banks – Fed, ECB, BoE and BoJ - have left rates unchanged, in line with our expectations.
The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon a...
Copyright © 2026 Markets Recon. All Rights Reserved.