Markets Recon

Part of Nuveen

Nuveen

922 Insights indexed
13 Topics covered
+5 New this week
The archive

Their research,
newest first.

Title Topics Published Actions
Fed holds, but Treasuries rally on safety
Incoming opportunities with munis
The Fed delivers a hawkish hold
Selling off, not selling out: Why the AI investment theme is intact
The AI diversification dilemma
Oil shock keeps Fed and bond markets guessing
Infrastructure private credit — a distinct and growing sleeve within private credit
CIO Weekly commentary
Securitized assets: tricky nature may yield treats
UK Budget: why it's a sideshow to the BoE
Investors retreat to safety as AI stumbles
Pivotal earnings season kicks off with questions
The limits of diversification
Climate solutions investing
Beyond the ballot box: What the U.S. midterms might mean for markets
Bond markets reel from September's sharp selloff
Consistency is key: Private credit manager selection
Speeding Past 5%: A Look at Pace, Credit, and What's Next
Resilient growth, restrictive rates: The case for Europe
Commercial real estate recovery continues
A hawkish Fed reshapes the yield curve
Rates, dates, and mixed signals
Oil price spike sends Treasury yields surging
Opportunity grows for senior loans and CLOs
Where's the real value in fixed income right now?

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