Rampant talk of a wage-price spiral is premature, ginned up by media reports about union organizing successes and union ... If you can’t say it in terms that are readily understandable by ...

Want to stay long stocks? Watch the 10-year yield. If we are not under 4% by the end of the year, stocks will suffer.

The October FOMC minutes underscored deep divisions over the Fed’s next move, reinforcing expectations for a December hold but keeping the easing bias intact. The 10–2 vote for a 25 bps cut included ...

Inflation concerns are starting to ramp up again due to potentially inflationary policies from the new Trump administrat... A Framework For Identifying Cross-Country Fixed Income Opportunities This ...

We pegged Trump’s odds at 60%, so important swing state over the past few the betting markets are coming downweeks, forc... Key Views: US Politics In 2024 The US election is best examined through a ...

Your exclusive gateway to European macro and market insights, now essential for investors eyeing Europe. Chief Strategist, European Investment Strategy Jeremie is Chief Strategist for our European ...

Please join Dhaval Joshi, Chief Strategist, Counterpoint, for a Webcast on Friday, November 21, at 10:30 AM EST, 3:30 PM GMT, 4:30 PM CET. In the latest edition of this series of Webcasts, Dhaval will ...

Top-down global-macro framework with bottom-up fundamental analysis of major commodities. We use a thematic approach to commodity markets to complement the industry’s traditional supply-demand ...

"BCA delivers precise, non-consensus views that set us apart in the market. Their sharp insights provide the clarity and confidence needed to navigate complex investment landscapes with distinction." ...

Join Us On 18 Nov 2025, 10:30 EST / 15:30 GMT ...

Our Golden Rule of Bond Investing is a framework we have developed for trading cyclical swings in US Treasury yields. Our reports focus on how to apply this framework to the current economic situation ...