<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=560496905914191&amp;ev=PageView&amp;noscript=1">

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

Kinky Economics

The US economy is likely to experience a benign disinflation over the next six months. Stock prices will rise, bond yields will drop, and the dollar will weaken. A more treacherous environment potentially awaits in 2024, by which time the aggregate demand curve may reach the flat side of the aggregate supply curve.

Download The Report

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