The US manufacturing renaissance, spurred on by reshoring, automation, and government spending, is running its course but progress has slowed on the back of tight monetary conditions and the manufacturing recession. The deceleration…
According to BCA Research’s European Investment Strategy service, investors should not chase European equities higher from current levels. The soft-landing narrative has captured the minds of investors. The expectations…
Canada’s Business Outlook Survey (BOS) indicator increased slightly in Q4, suggesting that sentiment stabilized at the end of 2023. In particular, easing inflationary pressures amid weaker demand and greater competition…
The soft-landing narrative has won, but is too much of a good thing now expected by investors?
In this note, we preview the Q4-2023 earnings season and share what we will be watching.
According to BCA Research’s Global Investment Strategy service, the EV boom, much like the initial auto revolution over a century ago, could experience several disruptions. Buying diesel-engine era heroes can act as a call…
The Treasury curve bull steepened meaningfully on Friday with the 2-year yield falling by nearly 11 basis points versus the 3 basis point decline in the 10-year yield. A softer than anticipated US PPI release prompted this move.…
In this brief Insight we examine the expanding Middle East conflict and update the situation in the Taiwan Strait on the eve of elections. The Houthis are a distraction and China is not likely to invade Taiwan in the near term, but…
In light of the hotter-than-expected US CPI report, we look at what interest rate currency investors should focus on. Our conclusion largely keeps our existing trades in place, as published in our outlook, a few weeks ago.