Find the latest macro analysis and insights
Chris Lau and Norbert Ling from Invesco's Fixed Income team share their investment outlooks for Asia investment grade and high yield bonds for Q2 2025. Read more
Year-end brings policy uncertainty and liquidity challenges for US money markets, with a possible new FOMC chair and rate shifts adding intrigue to December.
Global policy shifts are rewiring energy supply and control—and repricing risks and opportunities. Climate change has become a defining force in geopolitics. As governments respond to record heat...
Record ETF flows highlight concentrated equity positioning and strong fixed income demand as investors navigate resilient earnings and rising macro uncertainty.
Markets remain strikingly resilient despite geopolitical strain, but how they absorb economic and technological uncertainty will shape the path ahead.
Some investors may be skeptical, but easing inflation, lower rates, and strong earnings may mean markets could still have room to run.
AI has certainly delivered for investors in the enablers but what about users? Unemployment is trending up in some countries, US productivity growth is rising and profits have been strong.
In 2H 2026, Japan equities could be supported by rising real wages, domestic demand, and a broadening market rally beyond AI leaders.
Copyright © 2026 Markets Recon. All Rights Reserved.