Economic Growth
Dear Client, This month’s Special Report has been written by Martin Barnes, BCA’s former Chief Economist. Martin, who retired from BCA Research last year after a long and illustrious career, discusses the long-run outlook for inflation. The views expressed…
China: A Muted Post-Lockdown Recovery Ahead…
Executive Summary Russia Squeezes EU Natural Gas
Russia Squeezes EU Natural Gas…
Executive Summary The Fed has sought to convince one and all of its commitment to overcome high inflation and asset markets have taken heed, tightening financial conditions at a breakneck pace. As we write, the S&P 500 is down 23% year to date, the…
Executive Summary Structural Tailwinds For The Franc
Structural Tailwinds For The Franc…
Executive Summary Structural Tailwinds For The Franc
Structural Tailwinds For The Franc…
Executive Summary Was FAANGM A Bubble?
Was FAANGM A Bubble…
Executive Summary
Does Powell Need To Channel His Inner Volcker…
Executive Summary The recent pullback was all about a multiples contraction while strong earnings growth helped absorb the blow. With the multiple contraction phase complete, the S&P 500 performance is now all about earnings. Consensus still expects…
Executive Summary Hiring is slowing and layoffs have begun to rise, but today's robust net increases in non-farm payrolls are inconsistent with an approaching recession. The demise of the American consumer has been greatly exaggerated. Households have…