Economic Growth
Executive Summary Assessing the future scenarios discounted in asset prices is always a challenge, but investors need a consensus baseline so they can formulate their own investment strategy decisions. The conversations we had at BCA’s annual investment…
Listen to a short summary of this report. Executive Summary Housing Activity Should Start To Stabilize By The End Of The Year
Housing Activity Should Start To Stabilize By The End Of…
Highlights The risk of a US recession has increased sharply over the past several months. We have not yet concluded that a recession over the coming year is inevitable, but substantial (further) supply-side and pandemic-related disinflation is likely…
Highlights The odds of a Goldilocks outcome for the US economy increased somewhat in August, but the risks of a US recession over the coming year remain quite elevated. We continue to recommend that investors stay neutrally positioned towards equities…
Executive Summary US Companies Will Attempt To Raise Selling Prices To Protect Their Profit Margins
US Companies Will Attempt To Raise Selling Prices To Protect Their Profit Margins…
Executive Summary We continue to recommend overweighting risk assets in multi-asset portfolios over the next six months because we believe financial markets have prematurely priced in too much pessimism. Against a particularly uncertain macroeconomic…
Dear Client, This week, the US Bond Strategy service is hosting its Quarterly Webcast (August 16 at 10:00 AM EDT, 15:00 PM BST, 16:00 PM CEST). In addition, we are sending this Quarterly Chartpack that provides a recap of our key recommendations and some…
Listen to a short summary of this report. Executive Summary Chart 1The Dollar Has Broken Below The First Line Of Support
The Dollar Has Broken Before The First Line Of Support…
Executive Summary Unit Labor Costs, Not Oil Prices, Are The Key To US Core Inflation
Unit Labor Costs, Not Oil Prices, Are The Key To US Core Inflation…
Executive Summary Iron Ore & Steel Prices: Facing Downward Pressure
Iron Ore & Steel Prices: Facing Downward Pressure…