Mega Themes
Executive Summary Chinese Onshore Stocks Are Less Impacted By External Factors
Upgrading Chinese Onshore Stocks To Neutral…
Highlights The buildup of excessive household debt in Canada over the past two decades has occurred because of outsized demand for housing, not because of the impact of constrained housing supply on house prices. Outsized demand for housing has occurred…
Executive Summary From Nixon-Mao To Putin-Xi
From Nixon-Mao To Putin-Xi…
Executive Summary The Excess Return Of Corporate Bonds Is Driven By Corporate Profits
The Excess Return Of Corporate Bonds Is Driven By Corporate Profits…
Executive Summary US biotech is trading at its greatest discount to the market. Ever. Much of biotech’s underperformance is due to transient factors: specifically, the sell-off in long-duration bonds; the focus on delivering a Covid vaccine; regulatory…
Executive Summary The Market Thinks The Fed Will Be Unable To Raise Rates Much Above 2%
The Market Thinks The Fed Will Be Unable To Raise Rates Much Above 2…
Executive Summary The recent 26 percent overspend on durable goods constitutes one of the greatest imbalances in economic history. An overspend on goods is corrected by a subsequent underspend; but an underspend on services is not corrected by a…
Executive Summary China Needs To Create RMB35 Trillion In Credit In 2022
China Needs To Create RMB35 Trillion In Credit In 2022…
Executive Summary The Pandemic-Led Surge In E-Commerce Spending Is Reverting Back To Trend
The Pandemic-Led Surge In E-Commerce Spending Is Reverting Back To Trend…
BCA Research is proud to announce a new feature to help clients get the most out of our research: an Executive Summary cover page on each of the BCA Research Reports. We created these summaries to help you quickly capture the main points of each report…