Until the Jackson Hole pivot, the Fed prioritized inflation risks over growth, but successive weak employment reports and downward revisions revealed a stalling labor market. Tariff-driven cost-push ...

Fed Governor Waller recently emphasized that resolving the growth-employment split will guide policy. We believe the resolution will come through lower growth estimates. This supports maintaining a ...

Alec Lovett is the Head of Stablecoins & Payments at Coinbase, where he leads the platform infrastructure business, encompassing payments, stablecoins, wallets, and crypto-as-a-service. Prior to ...

Unique sector and style allocation framework that blends macroeconomic, fundamental, and technical analysis to provide actionable investment recommendations. We cover broad market trends that drive ...

Combines BCA’s macroeconomic and geopolitical expertise to focus on the market-relevant policies of the world’s largest economy and financial market. We emphasize opportunities as well as risks for ...

Peter is our Chief Global Strategist and Director of Research. He is also a member of BCA’s Leadership Team. Peter heads up our Global Investment Strategy service, which provides global econ... Arthur ...

The financial industry’s premier geopolitical research. We use hard data to calculate scenario probabilities and market impacts for geopolitical risks and opportunities. Ukraine’s economy is small but ...

アーサー・ブダギャン氏は、新興市場戦略および中国投資戦略のチーフ・ストラテジストであり、当社のリーダーシップ・チームのメンバーです。 1999年に当社に入社し、2005年からチーフ・ストラテジストとして、新興市場全体および20の発展途上国を対象 ...

Survey-based data available for September show weakening US growth momentum, supporting modest defensiveness. While the government shutdown may delay official releases, soft data provide a timely view ...

Our time-tested investment frameworks, out-of-the-box thinking, and culture of internal debates enables us to see around corners. For 75 years, we've been more right than wrong, which we've been ...

Critical input for global and EM investors, providing global macro investment themes and recommendations for EM equities, currencies, and fixed income. Clients have access to unique investment themes ...