Insights
Access expert research, timely insights, and exclusive webcasts to help you make confident, data-driven decisions.
Upcoming Webcast
Join us for a Webcast introducing BCA Intelligence, our new platform for bringing BCA’s current insight and historical investment thinking into the AI assistants, analytics platforms, and internal systems your team uses.
We’ll discuss:
- What BCA Intelligence is, and how it works
- Why searchable, citation-backed macro insight matters
- How it can support existing research and investment workflows
- Practical use cases that show BCA Intelligence in action
Wednesday, September 30
10:30 AM EDT | 3:30 PM BST | 4:30 PM CEST
Speakers:
Kurt Viehl
Chief Revenue Officer
Shannon Lal
Chief Technology Officer
Mathieu Savary
Head of Fixed Income, Commodities & Currencies
Katia Shtrevensky
Strategist, Geopolitics
We hope you can join us.
P.S. Can’t join us live? Register to receive the recording
Report
Central banks have begun a mild tightening cycle as elevated energy prices raise concerns about second-round inflation effects. We use BCA’s Central Bank Monitors to test whether hawkish market pricing is justified and identify tactical opportunities across global bond and currency markets....
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Report
China shock 2.0 threatens Europe’s industrial core, but it is also forcing a long-overdue response. China stands to lose more than the EU from the coming confrontation. Beijing cannot afford to alienate Europe while its domestic demand remains weak. Europe, meanwhile, can turn protectionism into a s...
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Report
Recent oil market developments expose the limits of the adjustment mechanisms that have cushioned the global market since the Hormuz closure began. Fortunately, Hormuz dark transits have become the dominant shock absorber in recent months, and rising flows should help mitigate the latest supply disr...
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