Find the latest macro analysis and insights
Year-end brings policy uncertainty and liquidity challenges for US money markets, with a possible new FOMC chair and rate shifts adding intrigue to December.
CIO Weekly Perspectives | March 02, 2026 Equities: Navigate the AI and Tariff Disruption—Don’t Fight It There’s n...
For Q4 2025, we adopted a more cautious stance, maintaining a slight underweight in growth assets while keeping defensives neutral. Although growth assets continued to perform well and macro data r...
The Fragmented Forces Shaping Markets podcast examines tariff uncertainty, AI 2.0 disruptions, monetary policy tensions and diversification themes, offering...
Nova Scotia’s 2026/27 budget projects a $1.24B deficit, rising debt, no income tax changes, higher financial institution tax, and new levies on EVs and hybrids.
Immediate reactions in Latin American financial markets to the recent developments in Venezuela have been largely muted. Nevertheless, two potential consequences have come into focus: possible effe...
Tony Whincup, Head of Investment Specialists, contextualises the latest on the recent shifts in geopolitics and what they could mean for you.
Are US small caps finally shaking off a decade of underperformance? After years of trailing their large-cap peers, small-cap stocks have tested the patience of even seasoned investors. But we belie...
Simply put analyses how oil price shocks from the Middle East conflict may affect the global economy and what investors should watch.
Copyright © 2026 Markets Recon. All Rights Reserved.