France faces a precarious political and fiscal outlook, with implications for investors to consider.
We explore the evolving role of business investment – particularly the recent surge in AI-related capital expenditure – as a key driver of global growth.
President Trump is playing poker; President Xi is playing weiqi.
The US federal government shutdown has delayed several key economic data releases, forcing markets to pay closer attention to alternative data sources and complicating the Fed’s decision-making pro...
We explore the structural challenges facing the French government.
Another month, another failed French government. President Macron’s centrist experiment appears to be reaching an end.
US exceptionalism has underpinned a long period of asset outperformance, but we stand at a cross roads, and this long standing trend may be drawing to a close.
The forthcoming confidence vote in the French parliament looks set to topple the government. We consider the likely outcomes.
Copyright © 2025 Markets Recon. All Rights Reserved.
