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 ...

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 ...

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 ...

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 ...

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 ...

Continuously monitors the evolution of the business cycle, credit cycle and monetary policy to inform US strategy outlook and asset allocation recommendations. We are investors too, and know what’s ...

Provides asset allocation recommendations to optimize your US bond portfolio, given the different macro environments effecting interest rates and bond yields. Our Golden Rule of Bond Investing is a ...

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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 ...

Roukaya leads our Commodity & Energy Strategy service, where she incorporates BCA’s renowned top-down global macro framework with bottom-up fundamental analysis of major commodities to deliver thought ...

Jing is Chief Strategist for our China Investment Strategy service. In this role, she evaluates the cyclical trajectory and structural themes driving the Chinese economy, providing actionable ...