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...
August 1, 2023
In this month’s Market Commentary, “Great Expectations”, Raymond James’ European Strategist, Jeremy Batstone-Carr, discusses the positives that financial markets saw in July, looks at global headline inflation, and asks if this current phase of uncertainty should be viewed in the context of a much longer timeframe.
Great Expectations – Click here to read 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...