Latest from BCA Research

China's reflation policies have succeeded in reviving iron ore and steel prices, which are up 45.6% and 52.6% from their January lows, along with the profitability of domestic steelmakers.

We discuss the technical and political problems with helicopter money, plus the near-term outlook for the euro area economy and markets.

Special Report

It is widely perceived that China suffers from a massive capital misallocation problem. Our indicators defy this conventional wisdom.

Special Report

Colombia's structural growth outlook is superior to many other developing economies. In the near-term, however, Colombia's economy is set to weaken materially. Upgrade Colombian equities and sovereign credit to neutral versus EM benchmarks. Continue betting on further yield curve flattening/inversion and buy 10-year domestic bonds on weakness. Go long Colombian bank stocks / short Peruvian banks, and stay short the peso.