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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

Recalibration

The process of upwardly revising consensus economic expectations and pushing back recession ETAs has begun but is not yet complete. The recalibration will ultimately prove to be self-limiting for risk assets as it will become much more difficult to surpass the expectations bar once it is raised.

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