14 June 2023
Unlocking Promising Opportunities In Private Credit: A Profitable Time To Lend
![](https://info.bcaresearch.com/hubfs/bca.pma_sr_2023_06_14_c15-1.png)
13 June 2023
Inflation And Jobs On A Non-Linear Collision Course
![](https://info.bcaresearch.com/hubfs/cpt_IMAGE_1.png)
Our non-linear world often surprises our linear-thinking minds. For linear thinkers, inflation falling from 5 percent to 3 percent should be celebrated as much as if it fell from 3 percent to 1...
06 June 2023
IS China In A Liquidity Trap?
![](https://info.bcaresearch.com/hubfs/CIS%20image_1.png)
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...
30 May 2023
A Good Entry Point To Get Long Duration
![](https://info.bcaresearch.com/hubfs/USBS%20image.png)
US bond investors should increase portfolio duration from “at benchmark” to “above benchmark” on a cyclical (6-12 month) investment horizon. We also recommend exiting Treasury curve flatteners and...
24 May 2023
The Debt Ceiling Game Is Parent-Child With A Bad Nash Equilibrium
![](https://info.bcaresearch.com/hubfs/bca.cpt_wr_2023_05_24_s1_cfc.png)
23 May 2023
Greedflation: Fad, Fact, or Fiction
![](https://info.bcaresearch.com/hubfs/Greedflation.png)
Greedflation may have piqued the interest of financial commentators, policymakers and politicians, but it is not the root cause of high inflation. However, the policy responses to a belief in...
19 May 2023
Greedflation: Fad, Fact Or Fiction?
![](https://info.bcaresearch.com/hubfs/bca.gfis_sr_2023_05_19_cfc.png)
16 May 2023
ChatGPT And The Curse Of The Second Law
![](https://info.bcaresearch.com/hubfs/Chatgpt%20image_2.png)
Artificial intelligence (AI) is developing exponentially, and its impact on society and the economy could be comparable to the Agricultural and Industrial Revolutions. However, there are also...
10 May 2023
A Conversation With A Chinese Pundit
![Investors Are Not Optimistic About China’s Long-Term Growth](https://info.bcaresearch.com/hubfs/CIS_insights.png)
China's economic outlook is uncertain, with the pandemic aggravating long-standing structural issues and policymakers focused on managing downside risks. Professor M expects a subdued recovery in the...
03 May 2023
Food-Price Inflation To Moderate
![Weaker fertilizer prices, lower grain prices](https://info.bcaresearch.com/hubfs/CNE_report.png)
Grain prices are expected to fall by 10% in 2023, due to the dissipation of war-related price shocks to fertilizer markets and increased production in major grain-producing countries. This will...