Economic Growth
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According to BCA Research’s Bank Credit Analyst service, events that have occurred since the onset of the pandemic have highlighted that the easy money era that prevailed from 2009-2021 is very…
US Beige Book: Slowing Economic Activity…
The Euro Enjoys Some Tailwinds…
Will Consumers Continue To Fuel US Growth…
The Portuguese Bourse Is Defensive…
Chinese Industrial Profit Growth Slows In October…
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.
What Are Balance Of Payments Telling Us…
Contrary to the prevalent belief in the global investment community, goods/merchandise inventories in the US and East Asia are rather elevated. Financial markets respond to final demand fluctuations, not inventory restocking. Global manufacturing/trade will continue contracting, even though the pace of contraction might moderate in the near run. We recommend that investors fade the current rally.
EV Sales Drive Lithium Prices…