BCA Research’s mission is to shape the level of conviction with which our clients make investment decisions. One way we do this is by delivering forecasts and leading-edge analysis of all the major asset classes and economies. Gain insight into our independent global macro research through these complimentary reports
IS China In A Liquidity Trap?
Chinese stocks and the yuan will continue drifting lower. Continue receiving 10-year swap rates in China. There is potential for a further decline in commodity prices, EM risk assets and global cyclicals. Stay put.
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Firey, Collaborative Process
A research staff of 60+ committed to non-consensus daily debate
Confidence-inspiring fact base
Decades of analysis on over 200,000 data series, which build up to thousands of proprietary indicators
Macro experts who challenge you
The push and pull in one-on-one conversation to shape your conviction