BCM 2Q22 Market Commentary: Capturing Opportunities in an Otherwise Painful Market Environment

The first half of 2022 has been one of the most difficult investment environments in the past 40 years due to the simultaneous decline of bonds with stocks, and an unprecedented mix of external shocks…

Fireside Charts
The Great Return to work?, Inflation looks to be headed lower and Global business cycles continue to diverge

The Great Return to work?, Inflation looks to be headed lower and Global business cycles continue to diverge

Most data is pointing towards improving supply constraints in both physical goods and the labor market, likely implying declining inflation in the near-term. Russia has shut down the NordStream pipeline further exacerbating Europe’s energy...

A Bird's Eye View -
The BCM Blog

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