Find the latest macro analysis and insights
Mega-cap IPOs in 2026 show why private market access is crucial. Learn how companies like SpaceX and OpenAI impact market dynamics and your investment approach.
Larry the long-serving 10 Downing Street cat is set to welcome yet another UK prime minister, the seventh in a decade. Elsewhere, there was a repricing of interest rate risk on hawkish noises from...
We believe the US Federal Reserve (Fed) will not hike rates — and that it would be a mistake to do so. Despite market consensus pricing in two rate hikes, the U.S. economy is on a structurally weak...
Risk assets have held up in 2026, but we believe tight credit spreads, geopolitical risks and inflation uncertainty mean insurers should stay cautious heading into the second half. For insurers glo...
Exploring how Total Portfolio Approach (TPA) could be an effective solution to build inflation resilience.
Callan's Real Assets Consulting group identifies seven indicators--based on spreads in real estate and fixed income markets--that, combined with an understanding of prevailing market dynamics, have...
Investment opportunities and risks for 2026: AI capex, US dollar weakness, shrinking private credit, GARP, supply chain bottlenecks, rising defense spending.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Emerging markets are benefiting from improved investor sentiment and lower oil prices amid geopolitical shifts, while persistent inflation risks and slow real economic recovery underscore the impor...
Copyright © 2026 Markets Recon. All Rights Reserved.
