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Moving into the final quarter of the year, investors face a series of questions around key macroeconomic variables that will define the growth and risk asset outlook for 2026, and hope that the bal...
With government debt levels at historic highs and inflationary pressures lingering, fiscal dominance is reshaping the global monetary landscape. Central bank...
Several indicators are pointing to the aerospace insurance markets starting to turn, but there are still opportunities for organizations that engage proactively.
The dramatic decline in the US dollar this year has become a focal point for investors, raising important questions about its impact on long-term currency valuations.
Global trade remains on course for another year of expansion despite Trump’s tariffs, but are some economies faring better than others?
In our latest roundup of the key developments in financial markets and economies, we look at the growing chasm between bullish markets and a deteriorating global political backdrop.
US equities rally as market-friendly policies and AI boost optimism, but concerns about stretched valuations and concentration risks persist.
Mixed US inflation and troubling labor data highlight urgency for rate cuts, while global central banks weigh policy moves amid shifting economic signals
US exceptionalism faces headwinds; yield curve steepens; global term premium trends signal shifting risks and opportunities for investors.
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