BCA Research’s Bank Credit Analyst service ranks the major economies by their economic and financial performance under various categories. In the inflation category, the surprising top award goes to Italy, a country which…

  Gold has had a stunning rally over the past few weeks, gaining 9.2% since February 14 and reaching consecutive all-time highs last week before paring back some of its gains. Indeed, the drivers of gold have moved in a bullish…

  The Eurozone Sentix Economic index improved from -12.9 to -10.5 in March, marking a fifth month of improved sentiment amongst investors and economic agents. Notably, the Expectation subindex rose to a 25-month high of -2.3 from -…

  The US retail sales report for February delivered a disappointing signal on Thursday. Although retail sales returned to expansion, the 0.6% m/m increase fell below anticipations of a 0.8% m/m rise. In addition, the prior month…

  According to BCA Research’s Counterpoint service, ‘bad unemployment’ is on the rise in the US, despite resilient growth. There are two ways that you can become unemployed. Either by losing your job. Or by…

  Despite the hotter-than-expected US CPI report for February, the S&P 500 rallied on Tuesday and closed at a fresh record high. Equity investors were unphased by the release and appear to have come to terms with projections…

  There is a general consensus among BCA Research strategists that a US recession is highly likely over the next two years. While last month our Global Investment strategists reduced the probability that a recession will…

  The latest MBA weekly survey shows mortgage applications rose 7.1% in the week ending March 8 on the back of a 4.7% increase in purchases and a 12.2% rise in refinancing, marking the second consecutive weekly increase. Higher…