This report is our Part III series on valuation and subsequent returns, where we recalibrate our short-term models to emphasize signals over the next nine-to-twelve months. We will henceforth call these models STTM: Short Term Timing…
This week, we update our Central Bank Monitors (CBMs), that help us calibrate how monetary policy should be adjusted in developed-market economies. Our conclusion is that while overall, easier monetary settings are required, there a…
This report looks at the likely path for the dollar and bond yields over the next 6-to-12 months.
BCA Research’s European Investment strategists looked at previous episodes of carry-trade blowups and assessed the performance of the Eurozone’s key sectors, national markets, and currencies three and six months…
This report looks at the latest developments in G10 economies and implications for bond and FX market strategy.
In this monthly review, we give our take on where bond yields and the dollar are headed. This is within the lens of revisiting our fundamental indicators.
In this week's report, we review the impact of political developments, as well as incoming fundamental data, on our positioning.
According to BCA Research’s Foreign Exchange Strategy service, the Norges Bank will be one of the last central banks to cut rates. The Swiss National Bank, Bank of England, and Norges Bank all held policy meetings on…
We look at the implications a various European central bank meetings this week, for currency strategy.