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 ...

Key Topics for China Investment Strategy Virtual Roundtable. China’s economy and equity market have increasingly diverged, with new economy sectors and tech stocks outperforming, while the broader ...

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 ...

April 2 may mark peak trade tensions, but the path forward remains highly uncertain, supporting our underweight on risk assets and industrial commodities. The USTR’s long-awaited report on trade ...

President Trump’s inaugural speech outlined his second term agenda. The theme was that the US will become “far more exceptional” than it already is. Trump pledged to reverse America’s decline, ...

Our tactical framework highlights how financial conditions and economic surprises interact, where growth often sows the seeds of its own demise. Markets price expectations efficiently but lack perfect ...

BCA Research is the leading independent provider of global investment research Since 1949, BCA Research's mission has been to shape the level of conviction with which our clients make investment ...

BCA Research is the leading independent provider of global investment research Since 1949, BCA Research's mission has been to shape the level of conviction with which our clients make investment ...

Yesterday, the ECB solidified its recent dovish tilt in response to weaker growth and decreasing inflationary pressures. It is now set to cut rates 25bps each meeting. How low will the ECB deposit ...

BCA Research is the leading independent provider of global investment research Since 1949, BCA Research's mission has been to shape the level of conviction with which our clients make investment ...

BCA Research is the leading independent provider of global investment research Since 1949, BCA Research's mission has been to shape the level of conviction with which our clients make investment ...

BCA Research is the leading independent provider of global investment research Since 1949, BCA Research's mission has been to shape the level of conviction with which our clients make investment ...