Sorry, you need to enable JavaScript to visit this website.
Skip to main content
Skip to main content
Today's Pick

US Housing: Affordability Is The Key

by Felix-Antoine Vezina-Poirier, Chief Strategist  

Our Global Investment strategists argue it remains too early to bet on housing becoming a key driver of US economic growth this year. The residential real estate market remains soft, and unlike the AI boom, residential investment was a drag on growth in 2025…

Interested in reading the full Daily Insight?

Read the full insight with instant access.

BCA Research | Daily Insights

Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.

Stay Connected with BCA

Get our latest events and research insights delivered to your inbox.

The BCA Way

Our Philosophy, Your Edge

Discover More