The latest version of the MacroQuant model suggests that the bull market in US stocks is winding down. The model expects Treasury yields to fall later this year but is not ready to go long duration just yet.
The latest version of the MacroQuant model suggests that the bull market in US stocks is winding down. The model expects Treasury yields to fall later this year but is not ready to go long duration just yet.
Please join BCA Research's Commodity & Energy Strategist, Roukaya Ibrahim for a Webcast on Thursday, January 30 at 10:30 AM EST (3:30 PM GMT, 4:30 PM CET).
Our Commodities & Energy strategists published a special report outlining three themes they see in the space for 2025. The themes are the following: Sluggish global demand and weak industrial activity will likely weigh…
Our Emerging Markets, China, and Commodities strategy teams published their 2025 joint outlook. Our colleagues remain bullish on the US dollar for now but see rising odds of the Trump administration actively pursuing greenback…
Our Commodity & Energy Strategy team evaluated the impact of president-elect Trump’s policies on commodity markets. Trump’s energy policies, while promoting increased domestic oil production, are unlikely to…
Can Powell achieve a soft landing? There are some indications he is doing it. We examine why our negative stance was wrong and analyze the four growth engines that kept recession at bay. Half of these forces remain while the other…
Silver has shone this year, especially after it breached a multi-decade downward slopping trendline. Silver is a precious metal, but its heavy usage in industrial processes makes us wonder whether it is sending a bullish message…
While recent cross-asset developments have sent a risk-on signal, with equities and bond yields both higher, the commodity complex has recently been sending a more somber message. “Dr. Copper” is a bellwether for…