The stock-bond yield correlation is stabilizing after months of jitters, setting the stage for renewed Treasury demand as ...

NEW YORK - May 13, 2025 – BCA Research, the world’s leading independent macro investment research firm, today announced that Heather Kosiek has joined the firm as Head of Marketing Based in New York ...

Peter is our Chief Global Strategist and Director of Research. He is also a member of BCA’s Leadership Team. Peter heads up our Global Investment Strategy service, which provides global econ... Arthur ...

With U.S. GDP contracting and consumption slowing, rising input costs and a tight Fed stance support a shift toward ...

"The BCA Global Investment Strategy offers us a comprehensive and original top-down approach. They are not afraid to challenge consensus and are always thought-provoking.” Partner, Marshall Wace "BCA ...

BCA House View: Bracing For Recession And Rising Stagflation Risk ...

Soft data continues to deteriorate and hard data will soon follow, reinforcing our defensive asset allocation. Consumer and business confidence have plunged as policy uncertainty and inflation ...

USD Weakness Overdone As Safe-Haven Bid Likely To Return ...

Back in 2022, when most strategists were expecting an imminent US recession, Peter Berezin was one of the few arguing that growth would surprise on the upside. In 2023, he predicted an “immaculate ...

BCA House View: Bracing For Recession And Rising Stagflation Risk ...