US homebuilders are starting to look downright giddy, according to BCA Research. The National Association of Homebuilders survey of builder confidence popped to its highest level since January, 2006.

If the FOMC is trying to improve its communication with clear messages, the June minutes fell far short of the mark, according to BCA Research.

There are some signs that Abenomics is beginning to bear fruit, according to BCA Research.

According to BCA Research's Bank Credit Analyst service, current Japanese policies will be insufficient to finally break deflation’s grip. The good news is that policymakers are not without options.

BCA Research's Global Investment Strategy service takes a rather bearish view on the Aussie economy and financial markets.

Brazilians are coming to terms with a new economic reality: the commodity fuelled growth bonanza has run its course and living standards are failing to keep up with the government’s rhetoric on Brazil’s growth miracle. This downward adjustment in expectations is causing a major political malaise, according to BCA Research.

Within the G10 currencies, the position adjustment in the Australian dollar has been the swiftest, and leaves the currency with decent upside, according to BCA Research.

Despite the massive correction, the multi-year outlook for Japanese equities is positive, provided policymakers can retain credibility, according to BCA Research.

US equity sector performance suggests that a re-pricing of Fed expectations is slowly developing, according to BCA Research.

There is a buying opportunity in US commercial real estate (CRE), according to BCA Research. Although some markets have sharply appreciated over the past two-three years, there are still opportunities to pursue.

There are growing risks that the consolidation phase in homebuilding stocks may give way to a downleg, unless housing starts are able to accelerate fast enough to justify premium valuations, according to BCA Research.

Scott Thiel, deputy chief investment officer of fundamental fixed income at BlackRock, comments on today’s ECB announcements.

It is one thing to set an inflation target, but quite another to reach it, according to BCA Research.

The rapid growth of intra-regional trade in Asia is encouraging local banks to enter into an alliance to facilitate the cross-border activities of under-banked Asian medium-sized companies, writes Enrico Camerinelli of Aite Group, a financial services research firm.

BCA Research continues to recommend underweight positions in precious metals within the commodity complex.

The 2003-07 credit cycle provides an instructive template on how the current cycle may eventually play out, according to BCA Research.

The bond market is selling off again on the most recent round of the Fed’s quantitative easing exit strategy speculation, according to BCA Research, which has seen this movie before and we’ll see it again.

Last December, our European Investment Strategy service predicted that “2013 would be the year of the big U-turn on obsessive austerity”, says BCA Research

Many domestic and defensive areas of the US stock market dropped after guidance was weaker than expected in recent earnings reports, according to BCA Research. Conversely, many global industrial and materials groups rallied, as results and guidance were better than feared. This may be the beginning of a rotation in sector leadership, even if the overall market eases back.

Positive data revisions paint a slightly better picture of US employment growth during the opening months of the year, but federal furloughs still present a significant hurdle this summer, according to BCA Research.

The US deficit is dropping much faster than the CBO projected only months ago, according to BCA Research.

According to BCA Research's China Investment Strategy service, concerns about China’s credit and banking system are overblown.

Energy services stocks appear destined to market perform for the foreseeable future, according to BCA Research.

Simon Pettitt, head of fixed income at Westhouse Securities, comments on the rally.

Michael Krautzberger, BlackRock’s head of European fixed income, comments on what low interest rates mean for bond investors.

Despite some disappointment in recent economic data, the main macro drivers are consistent with a recovery in cyclical vs defensive stocks, according to BCA Research.

President Obama’s FY 2014 budget threw investors a curve ball, as he openly and explicitly offered concessions on entitlements to the Republican leadership, according to BCA Research.

The silver 'bubble' began to burst in 2011 and we advise against bottom-fishing, says BCA Research.

As the price index of all goods and services produced within the country, the GDP deflator is the truest measure of domestically sourced inflation (or deflation), according to BCA Research.

The narrowing of the Brent/WTI spread is due to the pullback in Brent prices versus heavier crude grades, not an improvement in US transportation bottlenecks, according to BCA Research. The corollary is that this spread compression is at a late stage.