One of the best things about working at the world’s largest – and oldest! – market research firm is that the “vault” contains research on almost any conceivable topic. As such, I pen this short missive to flag to the GeoMacro clients…
Trade data from small open economies act as a bellwether for global growth developments. In August, Korean exports expanded by 11.4% y/y in USD and 5.7% y/y in KRW terms, marking their eleventh and eighth consecutive month of…
We have previously highlighted that an upside surprise in China’s fiscal stimulus as well as an AI-triggered jump in US productivity could potentially prolong the expansion, and constitute two key risks to our recession…
According to BCA Research’s US Equity Strategy service, the market is overestimating the odds of a soft landing. Our colleagues’ client polls have shown that 59% of respondents expect the US economy to achieve a…
GeoMacro’s monthly Beta Report will typically perform deep dives into the most pressing macro topics of the moment. For its debut, however, it turns the microscope on its own process, explaining the team’s framework…
According to BCA Research’s US Equity Strategy service, post-GFC US equity outperformance can be attributed to a perfect storm of advantageous policies and a human capital edge. The topic of American exceptionalism is…
On Wednesday, the European Commission announced it would impose tariffs ranging between 17% and 38% on imports of Chinese EVs starting next month. These duties will be applied on top of existing 10% across-the-board tariffs on…
According to BCA Research’s China Investment Strategy service, it is an overstatement to assert that China’s subsidies are the main driver of its green energy industries’ competitiveness. It is commonly…
The Bitcoin halving is a crucial landmark in the Bitcoin protocol. It refers to the process by which rewards for mining bitcoin are cut by half. It occurs roughly every four years, with previous halvings occurring in November 2012…