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Macro 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

19 November 2022

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...