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The BOJ left the door open to a June rate hike, though Governor Ueda not reinforce such expectations. Given the lack of clear guidance over future rate tightening, the BOJ appears to have left the...
The Fed held rates amid record dissent, signalling a shift away from an easing bias toward a higher for longer stance. As Powell prepares to pass the baton to the next Chair, his focus on credibili...
Welcome to our quarterly snapshot of current real estate market trends.
Investors are contemplating a wider range of potential macro outcomes and a fatter bearish left tail. We maintain a modest risk-on stance, including an equity overweight. In fixed income, we lean i...
Asian equities offer hidden value in dynamic companies across fast-growing economies. Global investors are rediscovering Asia ex Japan (AxJ) equities. Yet, the region’s constituents move to differ...
April PMIs (Purchasing Managers’ Indices) point to a meaningful improvement in global manufacturing momentum, with the U.S., Eurozone and Japan all posting stronger-than-expected and firmly expansi...
Markets cheered the ceasefire, but the energy shock persists. Stagflation looks unlikely, yet oil shortages are straining economies and driving asset divergence.
CI GAM Economist Neil Shankar analyzes the April 29 Bank of Canada rate announcement, providing critical insights into interest rates and the 2026 policy outlook. Read the full analysis here.
March 2026 net performance was negative -0.20%. Whilst a draw for the month is not what we aim for in an absolute return strategy, we can take heart that this was a month of extreme unpredictabilit...
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