Insights

Consumer credit growth disappointed in June. Total credit outstanding rose by USD 8.9 billion, in June, lower than May's USD 13.9 billion, and shy of expectations of USD 10 billion. Revolving credit (which includes credit cards) declined USD 1.7 billion in June but accounted for the lion’s share of ...

BCA Research has been writing extensively on how consumption fueled by excess savings has been propping up the US economy and prevented a recession in 2023. Now, many estimates of pandemic-era excess savings show that they have run out. While consumption is still robust, with June retail sales easil...

According to BCA Research’s Private Markets & Alternatives service, Artificial Intelligence is old news. Given such, it is not prime for Early-Stage Venture Capital (VC) investing. While everyone is distracted with AI, investors should look to Aerospace & Space Technology. Arguably...