Today's Pick
2026 Annual Outlook: Revelation
BCA’s 2026 outlook calls for a neutral stance on equities in multi-asset portfolios, with a bias toward downgrades as US labor market softness persists. The coming year will clarify whether falling labor demand pushes the US into recession, and whether the AI…
Interested in reading the full Daily Insight?
Read the full insight with instant access.
BCA Research | Daily Insights
Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.