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BCA's model picks France to win the World Cup. Who do YOU think lifts the trophy?
BCA Research
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BCA Research
@bcaresearch
BCA Research is the essential source of macro insight for the world's investors. The leading independent provider of macro investment research. Founded 1949.
- The oil market is steadily tightening with multiple global pressures on supply amid reasonably robust demand #Commodities | bit.ly/2PXb1Ra
- Chinese industrial profits hit the press last weekend. In August, they grew 19.1% annually, which represented the fourth straight month of profit growth. #macroeconomics | bit.ly/3n3MsmY
- EM breakeven inflation rates have been steadily declining relative to the US. This is a very important dynamic. Flows into EM are very sensitive to the #inflation outlook, and the perception of declining inflation risk invites foreign investors to pour funds into these economies.
- "We expect that trade tensions will calm enough for the economic data to improve during the next few months. The result will be one more Fed rate cut this month, followed by an extended on-hold period." - Ryan Swift, Strategist, U.S. Bond Strategy. #macroeconomics
- Looking for market recommendations? Be aware of the currency the recommendation is citing. #investing
- Our Chief Emerging Markets Strategist, Arthur Budaghyan, discusses China's "helicopter money" in a recent @FinancialTimes Op-ed article. #macroeconomics | on.ft.com/2zxkb0E
- BCA's European Investment Chief Strategist, Dhaval Joshi, discusses his top investment ideas for 2019-20 at the @iimag event in Zurich. #macroeconomics | bit.ly/2OWaZNj
- The release of the September Flash PMIs in the euro area bore the imprint of the COVID-19 second wave. The Composite measure declined from 51.9 to 50.1, dragged down by a sharp fall in Services from 50.5 to 47.6. #macroeconomics | bit.ly/2RVjuY1
