Sorry, you need to enable JavaScript to visit this website.
Skip to main content
Skip to main content

Bull/Bear Debate: Buy Dips Or Sell Strength In 2H2026?

by Noah Weisberger, Head of Equities   Marko Papic, Chief Investment Strategist & Head of GeoMacro   Peter Berezin, Chief Economist & Head of CoreMacro   Arthur Budaghyan, Head of CoreMacro   Juan Correa, Head of Portfolio Construction  

BCA's bull/bear debate webcast, held on July 13, 2026 (replay here) and moderated by Chief Investment Strategist Marko Papic, pitted Peter Berezin and Arthur Budaghyan on the bearish side against Juan Correa and Noah Weisberger on the bullish side. This edited summary condenses, reorganizes by theme, and lightly paraphrases their remarks.

Interested in the Executive Summary of this report?

Get instant access to this Executive Summary from BCA Research.

BCA Research | US Equity Strategy

Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.

Stay Connected with BCA

Get our latest events and research insights delivered to your inbox.

The BCA Way

Our Philosophy, Your Edge

Discover More