In 2026, against the backdrop of plunging birth rates around the world, investors were focused on AI bottlenecks. Little did they know that the biggest bottleneck to artificial intelligence was, ...

Mathieu Savary helps investors understand the forces shaping the global economy and their implications on markets around the world. He concentrates on the evolution of policy… Read More Mathieu Savary ...

Roukaya Ibrahim helps institutional investors navigate the macroeconomic, policy, geopolitical, and thematic forces shaping commodity markets and their implications for… Read More Roukaya Ibrahim ...

Higher rates have changed the opportunity set. Overweight High-Yield Credit, both within asset allocation and versus Private ...

Arthur is the Platform Head of CoreMacro. He joined BCA in 1999 and has held the Chief Strategist role since 2005, managing investment strategies that span four asset classes –… Read More Arthur is ...

The UK government's new first-time-buyer scheme should support homebuilders even as high mortgage rates continue to constrain the broader housing market. Your First Home will allow eligible buyers in ...

Our FX strategists turn tactically constructive on the dollar, as a widening real-rate gap, resilient US data, and supportive seasonality tilt near-term risks toward dollar strength. The global ...

Australia's August CPI shows no sign of re-accelerating core inflation, suggesting a less aggressive RBA tightening than currently priced. Headline CPI rose less than expected in August, to 4.0% y/y ...

Melanie Kermadjian has spent over two decades working across finance and macro research. At BCA Research, she progressed from Analyst to Associate Editor before moving into the role of Director of ...

The US consumer is not benefitting from AI-related activity. Over the past 25 years, labor’s share of US national income has been in a structural decline. We have monitored cyclical developments in ...

Our US Equity strategists expect the Anthropic and OpenAI listings to open a critical part of the AI story to public scrutiny, while adding to an issuance wave that has already weighed on S&P 500 ...

September's Conference Board Consumer Confidence Index fell sharply to 81.9 from 88.6, the lowest since 2014 and well below the 89 consensus, highlighting rising risks to US consumer and reinforcing ...