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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

12 October 2023

Chinese Automakers: Surging Exports, Mediocre Domestic Sales

Domestic auto sales in China will likely have anemic growth over the next three years. Consumer willingness to spend on automobiles will remain downbeat at least into next year. Yet, Chinese auto...

17 August 2023

China: Diagnosing Malaise

Even though many commentators use notions like debt deflation, balance sheet recession, and liquidity trap interchangeably, they are not identical. In a balance sheet recession, households and...

25 July 2023

China’s Stimulus: Necessary But Not Sufficient

The latest Politburo meeting has provided little visibility on stimulus from the Chinese government. Its statement was short on details. On a positive note, the announcement did not contain the...
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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