US Equity Strategy has a proven track record of helping clients make the right calls.

Focuses on holistic portfolio performance, balancing our views, with hedges against alternative scenarios, and looking for portfolio positions where risk is best rewarded. We often call into clients' ...

Lower Mortgage Rates Won’t Move The Needle In China ...

It’s 50 Bps, And The Dots Are Significantly Lower ...

It’s 50 Bps, And The Dots Are Significantly Lower ...

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Are Initial Unemployment Claims Losing Their Predictive Power?

The ECB Will Cut Rates This Week; The Next One Is More Likely To Come In December Than October ...

Stay on top of market events and BCA's latest ideas, with high value, timely insights delivered to your inbox daily. Doug prides himself on presenting clear strategic and tactical portfolio allocation ...

Our flagship publication service provides macro-based investment recommendations across all asset classes, geographies, and time horizons. Global Investment Strategy has become one of the most widely ...

In-depth analysis of Europe and its place within the global economy, applying unique macroeconomic approach to predict stocks, bonds, and currencies. Assess domestic dynamics and how the rest of the ...