BCA Research is proud to announce a new feature to help clients get the most out of our research: an Executive Summary cover page on each of the BCA Research Reports. We created these summaries to help you quickly capture the main points…
BCA Research’s US Bond Strategy service expects the Fed to deliver only three or four rate hikes this year. The near-term pace of tightening will be constrained by two vital monetary policy inputs: Financial…
BCA Research is proud to announce a new feature to help clients get the most out of our research: an Executive Summary cover page on each of the BCA Research Reports. We created these summaries to help you quickly capture the main points…
BCA Research’s European Investment Strategy service concludes that the ECB response to a Ukrainian conflict will depend on the nature of the war. In our colleagues’ base case scenario involving a limited assault…
BCA Research is proud to announce a new feature to help clients get the most out of our research: an Executive Summary cover page on each of the BCA Research Reports. We created these summaries to help you quickly capture the main points…
Highlights The combination of a temporarily negative domestic demand effect and a lingering domestic labor and global supply chain effect from the Omicron variant has increased the urgency for the Fed to raise interest rates. The…
Highlights The selloff in equities since the start of the year marks a long overdue correction rather than the start of a bear market. Stocks often suffer a period of indigestion when bond yields rise suddenly, but usually bounce back…
BCA Research’s Counterpoint service concludes that we are quite close to an entry-point for both stocks and long-duration bonds. The duration of the US stock market is the same as that of the 30-year T-bond, at around 25…
HighlightsUpgrade odds of Russia invading Ukraine from 50% to 75%. The US and allies are transferring arms to Ukraine while seeking alternate energy supply for Europe.Of the 75% war risk, we give 10% odds to Russia conquering all of…