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Recession-Hard/Soft Landing

Structural Bear Market For European Bonds…
US Consumption Strengthens, Core PCE Inflation Accelerates In September…

Section II of this month’s Bank Credit Analyst report is a guest piece written by Martin Barnes, which we are making available to all clients. Martin, who retired from BCA Research as Chief Economist in 2021 after a long and illustrious career, expresses his personal views about the long-run outlook for inflation. He argues that the multi-decade disinflationary era is over, which will bring significant challenges for both policymakers and investors.

Section II of this month’s Bank Credit Analyst report is a guest piece written by Martin Barnes, which we are making available to all clients. Martin, who retired from BCA Research as Chief Economist in 2021 after a long and illustrious career, expresses his personal views about the long-run outlook for inflation. He argues that the multi-decade disinflationary era is over, which will bring significant challenges for both policymakers and investors.

A Hawkish Pause From The Bank Of Canada…
China's Property Market Adjustment Is Not Over…
The US Remains Economically More Resilient Than Its Peers…
Global Equities In 2023…
US Bonds: Short-Term Risks, Long-Term Value…
Eurozone Sentiment: A Self-Defeating Upswing…