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Global

2026 Global Fixed Income Outlook: The End Of The Easing Cycle
Special Report

We present our five key views for global fixed income markets in 2026. A year that will see the global easing cycle come to an end.

Global Fixed Income Strategy by Robert Timper
TAA Outlook: Reversing The K

The K-shaped economy will likely reverse in 2026, with the cyclical parts of the economy doing better. Upgrade Financials and Materials from neutral to overweight. Downgrade Communication Services and Utilities from overweight to neutral. Favor value stocks. Upgrade Bitcoin from neutral to overweight.

Global Asset Allocation by Juan Correa
2026 Annual Outlook: Revelation
BCA’s 2026 outlook calls for a neutral stance on equities in multi-asset portfolios, with a bias toward downgrades as US labor market softness persists. The coming year will clarify whether falling labor demand pushes the US into recession, and whether the AI…
Daily Insights by Felix Vezina-Poirier
OUTLOOK 2026: Revelation

Today, we are sending you the BCA annual outlook for 2026. The report is an edited transcript of our recent conversation with Mr. X and his daughter Ms. X, who are long-time BCA clients. Our discussion featured BCA’s economic and financial market outlook for the year ahead.

BCA Special Reports, The Bank Credit Analyst by The Editors
Souring Risk Sentiment Hits Platinum, Palladium
Platinum and palladium’s explosive year-to-date surges have stalled over the past month; their short-term outlook depends on broader risk sentiment. The two metals are down 10% and 13% respectively from their October 16 peaks.  Importantly, these moves…
Daily Insights by Roukaya Ibrahim
King Dollar Still Reigns Over Global FX Markets
The latest BIS Triennial Central Bank Survey reaffirms the US dollar’s dominance in global FX markets, highlighting the structural challenges of truly moving away from the USD-centric financial system. The survey conducted in April 2025 reported total…
Daily Insights by Artem Sakhbiev
Gold Shines Brighter: Bitcoin Falters As A Risk-Off Hedge
Gold remains a superior hedge asset to bitcoin during global risk-off periods. Both assets have rallied strongly this year, reaching new all-time highs as beneficiaries of the dubbed “debasement trade,” reflecting investor demand for alternatives to fiat…
Daily Insights by Artem Sakhbiev
AI’s Growing Impact on Global Trade
AI-related trade and frontloading lifted global trade growth in 2025 but also increased the risk of a slowdown next year, according to the WTO’s latest Global Trade Outlook. The organization sharply revised up its forecast for 2025 merchandise trade volume…
Daily Insights by Artem Sakhbiev
Stairway To Asia: The Dollar’s Brief Lift Before The Fall

A fleeting greenback rally post Fed rate cut will offer a final chance to reset short dollar exposures. See why undervalued Asian FX are poised to lead the next leg lower in USD and how to position now.

Foreign Exchange Strategy by Mathieu Savary
Style Shift in Motion
Momentum is building behind small-cap and value stocks, signaling a rare dual tailwind for cyclical styles. Our Chart Of The Week comes from Guy Russell, strategist for Equity Analyzer.While market attention remains focused on the Mag 7 and Tech, Equity…
Daily Insights by Felix Vezina-Poirier

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