Strategy Report
The Immaculate Disinflation Of 2023, Explained
Our kinked Phillips curve framework predicted the immaculate disinflation of 2023. That same framework is now warning that the global economy is heading towards a recession in the second half of 2024.
BCA Research | Global Investment Strategy
As BCA Research’s flagship publication, the Global Investment Strategy service provides macro-based investment recommendations across all asset classes, geographies, and time horizons.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.