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...
• The Middle East conflict had gradually been receding into the background but the resumption of hostilities between Washington and Tehran caught investors off guard. • The latest economic da...
A review of the week’s top global economic and capital markets news.
Now families can invest for their children from birth with new Trump Accounts, designed to support long-term investing.
The apparent breakdown of the US-Iran ceasefire is a reminder of the ongoing risk of energy supply disruptions.
Geopolitics is entering a new phase. Businesses can’t afford to look at these risks in isolation. We’ve launched our first Geopolitical Signals blog series to track what really matters as politics,...
William Blair's Arjun Bhatia and Jonathan Ho discuss the latest developments shaping the AI landscape, from intensifying model competition and pricing pressure to data center expansion, cybersecuri...
The tug-of-war continues. Will inflationary pressures stemming from geopolitical conflict dislodge global economic momentum, or will Artificial Intelligence (AI) capital expenditure continue to kee...
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.
Copyright © 2026 Markets Recon. All Rights Reserved.
