Highlights Tight commodity markets, rising incomes, and constrained logistics networks will continue to push inflation gauges higher, so long as coronavirus mutations don't cause another global economic shutdown. Commodity price…
Highlights Indian stocks need more time to digest and consolidate the significant gains from earlier this year. However, the country’s medium and long-term growth outlook remains positive. Indian firms’ profit margins…
Dear Client, There will be no report next week as we will be working on our Quarterly Strategy Outlook, which will be published the following week. In the meantime, please keep an eye out for BCA Research’s Annual Outlook,…
The November Philadelphia Fed Business Outlook survey surprised to the upside, corroborating the positive message from the Empire State survey released earlier this week. General Business Conditions jumped 15.2 points to a 7-…
Dear Client, We had an error in our oil balances/forecasts report from 18 November 2021 resulting from a double counting of select US onshore production figures. This has been corrected below. Highlights Higher oil production…
Highlights US growth will slow next year, not because demand will falter, but because supply-side constraints will prevent the economy from producing as much output as households and businesses want to buy. If aggregate demand…
The markets were deluged by a lot of information in late October. Several central banks made surprise moves towards tightening (the Bank of Canada, for example, ended asset purchases, and the Reserve Bank of Australia…
Highlights Liquidity conditions in Bangladesh are easy and growth has revived. Exports are set to recover as well. Foreign reserve accumulation will continue, which will have positive implications for the economy and stock prices.…
New orders for US durable goods grew 1.8% month-on-month to a record $263.5 billion in August. The increase follows an upwardly revised 0.5% and is more than double expectations of a 0.7% rise. However, a 5.5% month-on-month…
Dear Client, We will be presenting our quarterly webcast next week, and, as a result, will not be publishing on 29 July 2021. We will cover our major calls for the quarter and provide a look-ahead. I look forward to…