BCA Research is proud to announce a new feature to help clients get the most out of our research: an Executive Summary cover page on each of the BCA Research Reports. We created these summaries to help you quickly capture the main points…
The Eurozone economy lost some momentum in the fourth quarter. GDP growth slowed from 2.3% q/q in Q3 to 0.3% q/q in Q4 – slightly below expectations of 0.4% q/q. The drag from economic contractions in Germany, Austria and…
BCA Research’s European Investment Strategy service concludes that the ECB response to a Ukrainian conflict will depend on the nature of the war. In our colleagues’ base case scenario involving a limited assault…
BCA Research is proud to announce a new feature to help clients get the most out of our research: an Executive Summary cover page on each of the BCA Research Reports. We created these summaries to help you quickly capture the main points…
BCA Research’s Geopolitical Strategy service upgraded the odds of Russia invading Ukraine from 50% to 75%. Of the 75% war risk, they give 10% odds to Russia conquering all of Ukraine. Ukraine’s economy is small but…
Highlights The combination of a temporarily negative domestic demand effect and a lingering domestic labor and global supply chain effect from the Omicron variant has increased the urgency for the Fed to raise interest rates. The…
The monthly Citi/YouGov survey revealed that UK consumer inflation expectations over the coming 12 months surged from 4.0% in December to 4.8% in January. This is the highest level on record in the history of the series which…
The German IFO Business Climate index increased by 0.9 points to 95.7 in January, surprising expectations of a deterioration. The improvement comes on the back of a stronger expectations component, which gained 2.5 points to 95.2…
The UK CPI inflation rate rose to a 30-year high of 5.4% y/y in December. Similarly, the retail price index grew 7.5% y/y. Elevated inflation is raising pressure on the BoE to continue to increase rates following the 15 basis point…