Insights across sectors, themes, factors, countries and more
Asian markets fell after the US proposed 100% tariffs on Chinese imports. With both sides signaling openness to dialogue, investors may find opportunities amid volatility and strategic shifts.
Heat is physical barrier to increasing AI computing power. Enter water cooling: a critical part of the supply chain poised for strong growth.
China’s leadership in clean electrification secures key positions in global supply chains – and provides opportunities for green investing.
Examining the S&P 500 High Dividend Index Amid Changes in Monetary Policy Whether it’s the beginning of the school year or the drop in temperatures, September is often seen as a month of change. Th...
CAD and NOK are set to outperform, backed by improved growth prospects and resilient yields, as local risks continue to shape G10 currency moves.
U.S. Treasury Secretary Scott Bessent sought to reassure markets as a new bout of U.S.-China trade tensions generated heightened volatility. With the U.S. government shutdown in its third week, inv...
Join Ian France this week as he offers his thoughts on the muni market’s tone, long-end value, and how active managers are approaching credit and curve positioning.
Generally strong earnings, growth potential driven by artificial intelligence (AI), and recent regulatory changes are positives for banks.
Copyright © 2025 Markets Recon. All Rights Reserved.
