Find the latest macro analysis and insights
Weekly update on the Iran conflict: assessing ceasefire developments, Strait of Hormuz trade flows, and global market reactions. Explore key scenarios, economic implications, and strategic insights...
Implications of the latest ECB rate hike on dispersion and positioning in European fixed income markets.
Political headlines can be noisy, but institutional strength remains one of the most important drivers of sovereign creditworthiness. From Hungary and Colombia to Romania and Indonesia, political d...
Topical macro insights and investment commentary from Nuveen
• Washington and Tehran have outlined a 14-point preliminary agreement, notably providing for a permanent ceasefire across all fronts and the reopening of the Strait of Hormuz. • Despite low...
As expected, the European Central Bank (ECB) has hiked 25bp, raising the deposit rate to 2.25%. The decision was unanimous and, according to President Christine Lagarde, no alternative proposal was...
If a measure of the effectiveness of central bank communication is the market reaction to a decision to change key policy rates, then the European Central Bank (ECB) performs very well in this...
Yesterday, the European Central Bank (ECB) delivered a widely expected 25 basis point (bp) rate hike. becoming the first major central bank in developed markets to have raised rates in response to...
A potential wave of mega-cap IPOs in 2026, including large venture-backed firms, could reshape global and US equity benchmarks.
Copyright © 2026 Markets Recon. All Rights Reserved.
