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.

2026 will see geopolitical risk move sideways globally as the US pursues a ceasefire in the proxy war with Russia and a tariff truce with China ahead of midterm elections that will produce gridlock.

The bull versus bear battlelines are drawn for 2026: The friendliest Fed meets the most concentrated stock market rally ever. This last report of the year goes through the 10 key views for 2026 that ...

This year, we once again present our 2026 outlook as a retrospective from the future – a future in which the AI boom turned to bust. Next week, please join me for a Webcast on Wednesday, December 17 ...