Highlights Near-Term Uncertainties: Investors have grown a bit more nervous in recent weeks, amid signs of a second wave of the coronavirus in Europe and with the contentious US presidential election only five weeks away. The pro-…
Dear Client, We are sending you our Quarterly Strategy Outlook today, where we outline our thoughts on the macro landscape and the direction of financial markets for the rest of the year and beyond. We will also be hosting a webcast…
Highlights Senate Republicans would be suicidal not to agree to a fiscal relief bill before the election. Democrats are still offering a $2.2 trillion package. Grassroots Republican voters will forgive Republicans for blowing out the…
BCA Research's Geopolitical Strategy service analysis concludes that a recession during the first half of an election year should not rule out an incumbent. We may well be forced to upgrade Trump’s odds of winning if…
Highlights The great political surprises of 2016 are approaching key deadlines on November 3 and December 31. Investors should not let Brexit take their eye off the US election. Globalization will retreat faster under Trump regardless…
BCA Research's Geopolitical Strategy service analyzes the potential consequences of a contested election. The constitutional power to count the Electoral College votes, and to determine the election if the college is…
Highlights Portfolio Strategy We are introducing a structurally constructive US equity market view with an SPX 7000 target for year 2028 on the back of peak cycle EPS of $310 and peak cycle P/E multiple of 23. The reopening of the…
According to BCA Research’s Geopolitical Strategy service, Abenomics will remain Japan’s economic policy, even if a dark horse candidate wins the Liberal Democratic Party’s leadership race. The major failure…