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BCA Insights

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

Eurozone: Recession Postponed, Not Cancelled

The weakness in Eurozone economic activity this year is not about the ECB’s monetary policy. Rather, it reflects the weakness in the global industrial cycle and the depressing effect of an inflation surge on domestic demand induced by an energy shock.

European Investment Strategy