In Section I, Doug underscores that the US labor market remains weak, crimping the outlook for disposable income growth. It is too soon to decisively bet against the bull market, but downside risks ...

As BCA Research’s flagship publication, the Global Investment Strategy service provides macro-based investment recommendations across all asset classes, geographies, and time horizons.

The US government shutdown has delayed the release of a substantial amount of economic data, including the Q3 GDP and productivity reports. The GDP report will be released next Tuesday, whereas Q3 ...

Our exceptional 2025 speaker lineup featured some of the most influential voices in economics, finance and geopolitics. Our speakers unpacked the forces driving global markets - from shifting central ...

Shaping Your Conviction Since 1949. For 75 years, BCA Research has been the leading independent provider of global investment research. We deliver the essential macro insights that drive investment ...

Global Macro BCA Live & Unfiltered The Bank Credit Analyst Counterpoint Daily Insights GeoMacro Geopolitical Strategy Global Asset Allocation Global Investment Strategy Private Markets & Alternatives ...

In the latest edition of this series of Webcasts, Dhaval will explore where the economic and market consensus is at most risk of being wrong.

Our latest analysis examines the powerful forces reshaping the economics of Major League Soccer, positioning MLS franchises for exponential growth through 2026 and beyond. Hosting the 2026 World Cup ...

MONTREAL – December 15, 2025 – BCA Research, the world’s leading independent macro investment research firm, today announced that Sophie Collard has joined the firm as Chief People Officer. A ...

The October FOMC minutes underscored deep divisions over the Fed’s next move, reinforcing expectations for a December hold but keeping the easing bias intact. The 10–2 vote for a 25 bps cut included ...

Falling oil prices are countering tariff-driven inflation which, along with a weakening labor market, is reinforcing a long duration stance. Brent crude broke below the $65/bbl support level held ...

While the European economy remains on track to perform well this year, the euro is unlikely to enjoy such a straight line toward a goldilocks outcome. For the next one-to-three months, European data ...