Economic Growth
Executive Summary Hopes of an imminent peace deal between Russia and Ukraine will be dashed. The conflict will worsen over the coming days. As was the case during the original Cold War, both sides will eventually forge an understanding that allows the…
Executive Summary From Nixon-Mao To Putin-Xi
From Nixon-Mao To Putin-Xi…
Executive Summary US Treasury yields have surged in response to high US inflation and Fed tightening expectations. However, the move looks overdone in the near-term. Too many Fed hikes are now discounted for 2022, US realized inflation should soon peak,…
Executive Summary Lots Of Pent-Up Demand
Lots Of Pent-Up Demand…
Executive Summary The recent 26 percent overspend on durable goods constitutes one of the greatest imbalances in economic history. An overspend on goods is corrected by a subsequent underspend; but an underspend on services is not corrected by a…
Executive Summary China Needs To Create RMB35 Trillion In Credit In 2022
China Needs To Create RMB35 Trillion In Credit In 2022…
Dear Client, This week, the US Bond Strategy service is hosting its Quarterly Webcast (February 15 at 10:00 AM EST, 15:00 PM GMT, 16:00 PM CET). In addition, we are sending this Quarterly Chartpack that provides a recap of our key recommendations and some…
Feature This week, we present the third edition of the BCA Research Global Fixed Income Strategy (GFIS) Global Credit Conditions Chartbook – a review of central bank surveys of bank lending standards and loan demand. The data from lending surveys during…
Executive Summary The Euro And Relative Growth
The Euro And Relative Growth…
Executive Summary Brazil: Are Political & Macro Risks Priced-In?
Brazil: The Road To Elections Won't Be Paved With Good Intentions…