AI shocks and energy turmoil are reshaping credit. Discover why HALO assets offer resilience and where risks are rising now.
Central banks reacted to the Iran war with caution and hawkish tones, but markets may be overpricing inflation risks amid rising growth uncertainty.
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
[External Link] Katsutoshi Inadome, Senior Strategist at SuMi TRUST AM, shared his outlook on Japan’s long‑term interest rates.
The Fed and the BOJ held policy rates steady, but external energy and geopolitical shocks have complicated their policy outlooks. New risks raise the bar for action, even as formal guidance remains...
The GISC maintains a constructive base-case on moderating but positive global growth. At the same time, the ongoing oil and logistics shock prompted by the war in Iran presents uncertainties and th...
CI GAM Economist Neil Shankar analyzes the March 18 Bank of Canada rate announcement, providing critical insights into interest rates and the 2026 policy outlook. Read the full analysis here.
Escalating Iran risks lift safe‑haven demand for JPY, while the USD outlook softens amid policy uncertainty, weaker equities, and expected Fed easing.
Canadian bond markets had a positive start to 2026, as softer-than-expected economic data pushed interest rates lower across most of the yield curve, except for the 1-month, 20-year, and 30-year te...
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