Energy

Executive Summary Upside Oil Price Risk Dominates Upside Oil Price Risk Dominates…

Listen to a short summary of this report.     Executive Summary The TIPS Market Foresees A Sharp Deceleration In Inflation What If The TIPS Are Right…

Executive Summary China's Unemployment Questions From The Road…

Executive Summary Further GDP Weakness Would Push Brent Lower Further GDP Weakness Would Push Brent Lower…

In this <i>Strategy Outlook</i>, we present the major investment themes and views we see playing out for the rest of the year and beyond.

Executive Summary Long-Term Contracts Needed To Increase LNG Supply EU Will Reverse Course On Fossil Fuels…

Executive Summary There has never been a modern era recession or sharp slowdown in which the oil price did not collapse. In a recession, the massive destruction of oil demand always overwhelms a tight supply. Across the last six recessions, the median…

Executive Summary Russia Squeezes EU Natural Gas Russia Squeezes EU Natural Gas…

    Executive Summary At our monthly view meeting on Monday, BCA strategists voted to change the House View to a neutral asset allocation stance on equities, with a slight plurality favoring an outright underweight. The view of the Global…