According to BCA Research’s China Investment Strategy service, the Fed’s upcoming rate cut will temporarily alleviate some of the downward pressure on the RMB, but beyond the short term the USD will likely rebound in…
ECB Governing Council members unanimously voted in favor of lowering the deposit facility rate by 25 bps to 3.50% in September, marking the second cut this year. Moreover, expectations for weaker domestic demand led the ECB to…
Some thoughts on this morning’s US claims report and a preview of next week’s FOMC meeting.
Despite global bond yields having trended lower since April, bonds have only started outperforming equities since July in US dollar terms. We expect this outperformance to persist going forward. Sentiment has largely driven…
US headline CPI eased from 2.9% y/y to 2.5% in August in line with consensus predictions. However, core CPI unexpectedly accelerated from 0.2% m/m to 0.3%. Aside from airfares -- a highly volatile series which is likely to…
According to BCA Research’s US Political Strategy service, former President Trump still has a path to come back to power, despite his disastrous performance in the debate with Vice President Kamala Harris on September 10…
Our reaction to this morning’s CPI report and what it means for Fed policy.
Despite the disastrous performance by former President Trump in the debate with Vice President Kamala Harris, there are still paths for him to come back to power. The economy and global instability could flare up anytime between now…
According to BCA Research’s Private Markets & Alternatives service, the Sports Franchise market presents a compelling opportunity for Private Equity due to its strong growth potential, evolving business models, and…