Dear Client, We will be working on our 2022 Outlook for China, which will be published on December 8. Next week we will be sending you BCA Research’s Annual Outlook, featuring long-time BCA client Mr. X, who visits towards the end…
Chilean financial markets rallied following the first round of the presidential elections which ended in favor of conservative candidate José Antonio Kast. Kast secured 27.9% of the votes and came in slightly ahead of his…
According to BCA Research’s European Investment Strategy service, EUR/USD weakness reflects more than USD strength. First, investors are increasingly differentiating between the Eurozone and the US inflation picture.…
Highlights The euro has entered a period of acute stress. Some of the EUR/USD’s plunge reflects the dollar’s broad-based strength. The dollar is supported by the market’s pricing of the Fed and China’s…
On Friday, EUR/CHF fell below 1.05 – an important technical resistance level. This move occurred in the context of a general risk off environment in financial markets which was triggered by news that more European countries…
Dear Client, There will be no report next week as we will be working on our Quarterly Strategy Outlook, which will be published the following week. In the meantime, please keep an eye out for BCA Research’s Annual Outlook,…
Highlights Remain neutral on the US dollar. A breakout of the dollar would cause a shift in strategy. Russia’s conflict with the West is heating up now that Germany has delayed the certification of the Nord Stream II pipeline.…
Highlights China’s slowdown will deepen, and US bond yields will likely rise. This augurs well for the US dollar but will produce a toxic cocktail for EM. The recent weakness in the commodity complex will continue. EM markets…