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 ...

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 ...

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

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 ...