Recession-Hard/Soft Landing
US Beige Book: Slowing Economic Activity…
Will Consumers Continue To Fuel US Growth…
On The Drivers Of BTP-Bund Spread Compression…
The Baltic Dry Revival
The…
What's Going On Under The Hood…
Stay Long Bond Duration…
Today, we are sending you the BCA annual outlook for 2024. The report is an edited transcript of our recent conversation with Mr. X and his daughter, Ms. X, who are long-time BCA clients with whom we discuss the economic and financial market outlook for the next twelve months toward the end of each year.
Caution: Preliminary Releases Are Subject To Revision…
Inventory Cycles And Markets…
Our kinked Phillips curve framework predicted the immaculate disinflation of 2023. That same framework is now warning that the global economy is heading towards a recession in the second half of 2024.