Consumer
The Eurozone's Three Credit Phases In 2024…
We enter 2024 as we were across the last four months of 2023, tactically equal weight across the board until the S&P 500 rally is complete and we gain a better entry point for underweighting equities and overweighting fixed income.
The Recession That Never Came…
US Consumer Spending Cools In October…
The Last Hurrah?
The Last…
Will Consumers Continue To Fuel US Growth…
US Home Prices Climb To New Record High…
On The Drivers Of BTP-Bund Spread Compression…
The Baltic Dry Revival
The…
Today, we are sending you the BCA annual outlook for 2024. The report is an edited transcript of our recent conversation with Mr. X and his daughter, Ms. X, who are long-time BCA clients with whom we discuss the economic and financial market outlook for the next twelve months toward the end of each year.