This month's Special Report looks at the Fed's policy options in the event that there is a negative economic shock while the policy rate is still very depressed. The Fed's "Plan A" is more QE and forward guidance, which are not up to…

Special Report

A playable pair trade opportunity has emerged on the back of shifting capital spending patterns: long communications equipment/short machinery.

Special Report

This week, we are sending a Special Report written by BCA's Chief Global Strategist Peter Berezin, discussing the end of the 35-year global bond bull market.

There is no evidence of a sharp increase in China's state sector investment in recent months. This, together with the cautious private enterprises, explains why overall Chinese investment has remained downbeat. Public sector…

Global oil demand will continue to surprise to the upside over the balance of the year - growing at a rate of 1.6 MMb/d - following an unexpected surge over the first five months of 2016.

Special Report

In this Special Report, we revisit our list of signpost economic indicators introduced two years ago to identify if the U.S. and Euro Area were falling into a "Secular Stagnation".

Special Report

It is widely perceived that China suffers from a massive capital misallocation problem. Our indicators defy this conventional wisdom.

Special Report

This week Global Alpha Sector Strategy in conjunction with Emerging Markets Strategy is sending out a Special Report on EM deep cyclical sectors, discussing debt and cash flow dynamics, identifying how far advanced the capital…

We are sending you the Q2 Global Investment Strategy Outlook, which discusses the ten predictions we expect to drive global financial markets throughout the rest of the year.