China Soft Landing Is Not A Threat To Oil Prices

Tight global oil supply conditions and firming global growth suggest that even as the Chinese economy continues to slow, energy prices will trend higher. arlier this week, we highlighted that one downside risk to metals prices is that import … [More.]

Macro Man: 13 Questions, Lucky Dip

While we are more than capable of our own humor here at BCA - as we find the time to hammer out something inspiring, we are happy to share the creative work of others.   Reprinted with permission: A few of our f … [More.]

BCA Returns From Hong Kong

Ian MacFarlane, BCA Chief Strategist, Global Asset Allocation Strategy, returned from Hong Kong this week.  This morning he was kind enough to sit down with me and provide some broad strokes on his recent meetings with clients and … [More.]

Risk Assets? Don’t Bail Yet.

Risk assets are in a "sweet spot". here are a variety of forces behind the powerful rally in global stock prices. Foremost is an improving U.S. economy, which is evidenced by strengthening private-sector payroll growth, increasing retail … [More.]

Full Steam Ahead For China Rails

via: Frank Holmes, U.S. Global Investors China’s economic engines of growth have begun to accelerate again, but you wouldn’t know it by looking at the chart below. After approvals for new railroad projects spiked to a five-year high in the third q … [More.]