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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

How Large Can The Eurozone / US Divergence Get?

Euro Area growth has fallen sharply in recent months, resulting in a collapse of European economic surprises compared to the US. This transatlantic growth divergence was driven by the rapid decline in US inflation, the sensitivity of Europe to a weak global industrial cycle, and different policy choices in Europe and the US.

European Investment Strategy

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Our Method

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