The Election, Interest Rates, Nuclear Energy
Donald Trump is heading back to the White House in 2025. While the outcome was more widely anticipated than in 2016, it still sent waves through financial markets. Stocks hit new all-time highs as interest rates and the dollar rose. The jump in...
With the Federal Reserve (Fed) cutting rates, what is the outlook for future mortgage rates?
Why are mortgage rates still stubbornly high despite the Fed easing rates? Understand the potential trajectory of future mortgage rates and explore key factors like housing demand, mortgage rate spreads, and market trends impacting rate movements.
Today’s AI Investment Boom in the Context of History
How short-term bubbles can lead to revolutionary innovation and in turn, long-term economic growth. We anticipate the AI investment boom to follow the same patterns we’ve seen throughout history. Last Thursday, Nvidia...
Recession is now Consensus, Housing Inventory Rising, and the Return of Yield
A likely recession is now consensus among fund managers. Few managers are taking on risk in this environment, and many are hedged for further downside. Housing inventory is on the rise, but prices have yet to...
Market Signaling a Curb in Inflation Fears, Tech Companies are “Right Sizing”, The Supply/Demand “Bullwhip”
The U.S. Dollar is surging to new 20-year highs. Market measures of long-term inflation expectations continue to fall, driven in part by falling energy and agriculture prices. Gas prices are driven by the...
VIDEO: BCM’s 2Q22 Quarterly Market Update Call with the PM-Looking Ahead to a (Hopefully) Brighter Future
This has been one of the most difficult investment environments with simultaneous declines in bond and stocks, and a number of external shocks. However, the odds are in the favor of investors. Click below to...