<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=560496905914191&amp;ev=PageView&amp;noscript=1">

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

2024: The Year Of The Yen

Global growth has firmed over the past few months, with US consumption remaining resilient, Chinese activity data surprising on the upside, and tentative signs of hope emerging from the latest ZEW survey in Europe. The global economy will stay buoyant over the next few quarters but will then sour as the lagged effects of higher interest rates and tighter bank lending standards work their way through the system, ultimately culminating in a recession in the second half of 2024.

Foreign Exchange Strategy

Download The Report

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