Mega Themes
Listen to a short summary of this report. Executive Summary The odds of a recession in the US are lower than widely perceived. The probability of a recession is higher in Europe, although this week’s partial resumption of gas flows…
Executive Summary China: Can The Economy Recover Without Housing Revival
Can The Economy Recover Without Housing Revival…
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…
In lieu of next week’s report, I will host the monthly Counterpoint Webcast on Monday, July 25. Please mark the date in your calendar, and I do hope you can join. Executive Summary Central banks face a ‘Sophie’s choice’. Inflation at 2 percent, or full…
Executive Summary No Funding For Property Developers, No Land Sales
No Funding For Property Developers, No Land Sales…
Executive Summary Our recommended model bond portfolio outperformed its custom benchmark index by +24bps in Q2/2022, improving the year-to-date outperformance to a solid +72bps. The Q2 outperformance came entirely from the credit side of the portfolio (+…
Executive Summary Buying a home is now more expensive than renting in many parts of the world. In the US and UK, disappearing homebuyers combined with a flood of home-sellers will weigh on home prices over the next 6-12 months. Falling employment and…
Executive Summary Rebounding Chinese Auto Sales
Chinese Infrastructure Investment Growth: A Slowdown Ahead…
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.
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…