Europe
Executive Summary Long-Term Contracts Needed To Increase LNG Supply
EU Will Reverse Course On Fossil Fuels…
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…
Highlights We now recommend that investors maintain a neutral stance towards stocks versus bonds in a global multi-asset portfolio. We also recommend that investors increase their allocation to government bonds within a global fixed income portfolio (to…
Eurozone Confidence: Industry and Services Improve, Consumers Deteriorate…
US Versus The Eurozone: An Economic Checkup…
Downside Growth Risks Complicate BoE’s Task…
Executive Summary Russia Squeezes EU Natural Gas
Russia Squeezes EU Natural Gas…
Eurozone Consumer Confidence Disappoints In June…
The Swiss Franc As An Inflation Hedge…
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…