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.

Today, we are sending you the BCA annual outlook for 2026. The report is an edited transcript of our recent conversation with Mr. X and his daughter Ms. X, who are long-time BCA clients. Our ...

The trade war hit Canada’s economy hard, but the worst is over. In our latest update on Canada, we assess the aftermath of the trade shock, the new budget, and the effects of BoC easing. We outline ...

The “revolving door” is a cliché for the process by which political leaders come and go in rapid succession. Japan watchers frequently invoke the term – and it is clearly back in fashion in the wake ...

Strategic tensions in East Asia, especially over Taiwan, posed the greatest threat to US-China trade talks this year – but recent political developments in Taiwan suggest that threat is falling.There ...