BCA Indicators/Model
More equity volatility is coming in the short run. Trump’s nomination looks to be smooth, which marginally reduces the incumbent party advantage and increases policy uncertainty.
Is It Time To Buy Bonds…
Fading Corporate Pricing Power…
Are Oil Prices On A Slippery Slope…
Introducing A New Real-Time US Recession Indicator…
The Consumption Normalization Has Stalled…
Can Quality Outperform If Growth Falters…
The Signal From Stronger-Than-Expected US Durable Goods Orders…
Will The Gold Selloff Continue…
In this Strategy Outlook, we present the major investment themes and views we see playing out for the rest of 2023 and beyond.