Featured Insights
EM Deflationary Forces Are Intact
In EM ex-China, Korea and Taiwan, not only are exports weak, but domestic demand remains downbeat. Despite interest rate cuts by EM central banks, real interest rates remain elevated because inflation has dropped as much as policy rate cuts. In fact,…
Interested in reading the full Daily Insight?
Read the full insight with instant access.
BCA Research | Daily Insights
Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.