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Trading Big Swings In Bond Yields . Having warned that inflation was poised to surge, the Global Investment Strategy service initiated a short 10-year Treasury trade at a yield of 1.45% in June 2021, ...

Stay on top of economic and policy events, cross-asset market action, as well as BCA’s latest ideas with timely concise and actionable insights delivered daily. only published in Daily Insights.

Join our Chief Strategists live each day, as they review the latest market events and debate the investment implications. Global research team of over 60 experts, including 10 Chief Strategists, and a ...

Marko leads BCA Research’s premier service, BCA Access and produces the financial industry’s first discretionary macro-geopolitical investment strategy, GeoMacro Research. As the firm’s macro ...

Coverage . Private Equity: Buyouts, Growth Equity, Late- and Early-Stage Venture Capital – Stages, Sizes, Sectors . Private Credit: Senior Direct Lending, Mezzanine Financing, Distressed & Special ...

Ryan offers asset allocation recommendations to optimize investors’ US bond portfolios amidst diverse macroeconomic environments influencing interest rates.. Since joining BCA Research in 2010, Ryan ...

Critical intelligence and insights to help asset owners make better-informed, more confident investment decisions.

Matt oversees our coverage of market relevant policy developments in the US and worldwide. Providing data-driven, non-partisan, macroeconomic, and policy research, he and his teams take a geopolitical ...

The stimulus measures unveiled during last week's National People’s Congress (NPC) fell short of being a game changer. U... Named in Business Insider's top 10 Chinese investment strategists for ...

The Q1 US GDP contraction and inflation dynamics reinforce our defensive asset allocation. GDP missed estimates and contracted -0.3% annualized, led by a sharp slowdown in net exports. Consumption ...

Soft data continues to deteriorate and hard data will soon follow, reinforcing our defensive asset allocation.Consumer and business confidence have plunged as policy uncertainty and inflation ...