With U.S. GDP contracting and consumption slowing, rising input costs and a tight Fed stance support a shift toward ...

BCA House View: Bracing For Recession And Rising Stagflation Risk ...

"The BCA Global Investment Strategy offers us a comprehensive and original top-down approach. They are not afraid to challenge consensus and are always thought-provoking.” Partner, Marshall Wace "BCA ...

Peter is our Chief Global Strategist and Director of Research. He is also a member of BCA’s Leadership Team. Peter heads up our Global Investment Strategy service, which provides global econ... Arthur ...

Inflation Cools But Trade Tensions Keep the Fed on Hold ...

Bond Yields And The Central Bank Response To The Trade War ...

BCA House View: Bracing For Recession And Rising Stagflation Risk ...

BCA House View: Bracing For Recession And Rising Stagflation Risk ...

Inflation Cools But Trade Tensions Keep the Fed on Hold ...

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 ...