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Dispatches From The Future (January 2, 2026): The 2025 Recession

This is the time of the year when strategists are busy sending out their annual outlooks. Here on the Global Inves...

Mr. X and his daughter, Ms. X, are long-time BCA clients who visit our office toward the end of each year to discu...

For a decade, Germany’s growth has been modest; since the pandemic, it has been dismal. Investors believe that the Germa...

Outstanding global macro analysis, complemented by products focusing on regional economies and all key asset classes.

BCA strategists debate the market moves and macro signals shaping investor decisions in real time.

Top-down global-macro framework with bottom-up fundamental analysis of major commodities.