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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

Three Scenarios In Which The US Can Avoid A Recession

We are in the “This Time is Longer” camp rather than the “This Time is Different” camp, meaning that we expect the US to enter a recession, but later than most people are anticipating. Could we be too pessimistic? We see three scenarios in which the US could avert a recession entirely over the next few years.

Global 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