China's economy is slowing, but policymakers are unlikely to launch broad-based stimulus in H2. Meanwhile, the emergence of ...

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 – equities, currencies, ...

Felix is the Chief Strategist for Daily Insights, our daily global cross-asset strategy service. In this capacity, he parses the latest economic data and central bank statements, connecting them to ...

The Supreme Court, Senate, Fed, and other institutions have proved resilient so far under the Trump administration. US ...

The Euro Area’s July ZEW survey pointed to a sharp improvement in sentiment alongside a lagging economy. The Euro Area expectations index rose to 23.4 from 9.5 in June, while Germany's beat estimates, ...

Our FICC strategists stay overweight global inflation-linked bonds (ILBs), betting that markets underprice the inflation risk from energy and shipping disruptions. Within this stance, our colleagues ...

July marked the end of de minimis exemptions in Europe, pointing to the inflationary consequences of the retreat from globalization. Starting July 1st, the European Union imposed a flat €3 customs ...

News flash: Young urban professionals are not gasping under the weight of an impossible rent burden. Investors should not be led astray by lightly examined popular narratives.

The Goldilocks environment for US profit margins should start to sour next year. Contrary to conventional wisdom, AI could end up eroding margins for both producers and consumers of artificial ...

The July Philadelphia Fed survey beat estimates by a wide margin, which signals continued US manufacturing strength. The headline rose to 41.4 from 10.3, its highest in nearly five years. The Philly ...

Housing remains a notable drag on the US economy, even as headline growth has stayed resilient. US economic data has been stronger than expected this year, but housing has been a clear exception.

The US dollar will become a pro-cyclical currency going forward. This regime shift would upend financial market correlations, and most investment portfolios are not positioned for it. A great deal of ...