May 1, 2026 in
Inflationary Now, Deflationary Later [Part 2]
Inflationary Now, Deflationary Later A BCM Investment Briefing The defining feature of this decade is not a single inflation level. It is...
March 1, 2022
In this latest Monthly Market Commentary titled: Citizen of the World, Raymond James’ European Strategist, Chris Bailey, reflects on the speed at which sanctions have been imposed on Russia, how heightened inflationary burdens are likely to continue to affect interest rates at home and abroad, and offers a timely reminder that 2022 still has scope to provide positive surprises.
Citizen of the World – Click here to read the Monthly Market Commentary
May 1, 2026 in
Inflationary Now, Deflationary Later A BCM Investment Briefing The defining feature of this decade is not a single inflation level. It is...
April 23, 2026 in
Part One: The Age of Scarcity This piece has been in our planning since early in the year. We had intended to publish it as a forward-looking...
March 10, 2026 in
Inflation has cooled meaningfully from the peaks of the last two years. That is good news, and it is clearly visible in the headline numbers across...