Find the latest macro analysis and insights
The RBNZ’s first rate hike since Maly 2023 represents the central bank’s first step in returning towards a neutral cash rate. However, we feel the point at which interest rates could be deemed neit...
1. Source: Federal Reserve Bank of New York; data as of July 17, 2026. 2. Source: Federal Reserve Bank of St. Louis; data as of May 31, 2026. 3. Source: Bureau of Labor Statistics; data as of July...
The latest Federal Open Market Committee (FOMC) meeting left a strange taste on investors' mouths. In our view, Chair Kevin Warsh failed to clarify the Federal Reserve’s (Fed's) reaction function a...
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
To boost economic growth, Germany advances proposals that could have major implications for employment policies around dismissals of high earners, sickness leave and fixed-term employment contracts.
Investors are concerned that artificial intelligence spending is too high and that the Federal Reserve is behind the curve in fighting inflation. But what does the evidence say?
Markets appear to have lost faith in the Fed’s desire to fight inflation. Globally, inflation remains above target but there is no clear trend. However, cyclical forces could push it higher over th...
[External Link] Kei Fujimoto, Senior Economist at SuMi TRUST AM, shared his views with the media on the Bank of Japan's policy outlook, highlighting the potential for a faster pace of monetary tigh...
Which macroeconomic trends do we think matter the most? Read through the investment implications in this month’s issue of Macro Matters.
Copyright © 2026 Markets Recon. All Rights Reserved.
