Markets Recon

Friday Rates Update

1 day ago

Please join Ralf Preusser in discussion with Mark Capleton, Sphia Salim and Meghan Swiber, analysing global yield curve dynamics. We will explain our outlook for curves across USD, EUR and GBP. We...

By Bank of America In Fixed Income, Portfolio Construction, Sustainability, Macro, Industry

Buybacks in the UK are increasingly popular. Here’s how they could be better.

2 days ago

By Schroders In Equities, Macro

Navigating Japan Equities: Monthly Insights from Tokyo (January 2026)

2 days ago

This month we explore how a tech-driven Japanese equity rally—as part of a global AI-semiconductor boom—could intersect with Japan’s political landscape as the markets brace for a snap election; we...

By Amova Asset Management In Equities, Thematic / Megatrends, Macro, Fixed Income

Investment Weekly

2 days ago

Fiscal dominance and the Fed

By HSBC In Macro

Wealth Management: Strategy blog: Fed independence: Q&A

2 days ago

By Rothschild & Co In Industry, Macro

Research Insights: Volume 12

2 days ago

Canada is often viewed internationally through the narrow frame of commodities and cyclicality, a perspective that understates its structural advantages. However, it now stands on the threshold of...

By Jarislowsky Fraser In Macro, Commodities, Equities, Thematic / Megatrends

UK GDP: Defying the pessimists (in November at least)

2 days ago

The UK’s gross domestic product (GDP) in November 2025 was stronger than expected delivering 0.3% month-on-month after slumping -0.1% month-on-month in October.

By Royal London In Macro

Navigating 2026: Key trends driving solutions for UK wealth managers

2 days ago

Global trends that UK wealth managers should be considering for 2026 and beyond.

By WTW In Macro

Chart of the Month: January 2026

2 days ago

This month’s chart highlights the market’s expectations for US monetary policy as the Federal Reserve approaches a leadership transition

By J.P. Morgan Asset Management In Macro, Sustainability