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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

All You Ever Wanted To Know About Excess Savings But Were Afraid To Ask

The Bureau of Economic Analysis revised the household savings rate series sharply lower in its quinquennial comprehensive data update. Our estimate is more conservative than it previously appeared, but the big swing in the historical data highlights that it is only an estimate.

US 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