Services
Immaculate Disinflation?…
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.
Flash US Composite PMI Unchanged In November…
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.
European Flash PMIs Beat Expectations Yet Remain Weak…
Manufacturing And Services Weigh Down On Global PMI…
US ISM: A Slowdown In Service Sector Activity…
Chinese PMIs Relapse In October…
The US Remains Economically More Resilient Than Its Peers…
A Phase Transition Is Coming…