BCA Research's Geopolitical Strategy service collaborated with Elmo Wright a former senior civilian executive at the US Army National Ground Intelligence Center. Elmo’s work for this report is in his personal capacity…
BCA Research's Geopolitical Strategy and US Equity Strategy services conclude that a Democratic sweep would not prevent the stock market from grinding higher over the 12 months after the election. Volatility…
BCA Research's Geopolitical Strategy and US Equity Strategy services believe that the most profound implication of a blue sweep of government is a profit margin squeeze that will weigh heavily on EPS. Importantly, there…
BCA Research's Geopolitical Strategy service's quantitative US election model suggests President Trump has a 44% chance of re-election. This presents a risk to our formal subjective view that he has a 35% chance. We…
Highlights The bull market in US-Iran tensions was never resolved, and now a series of suspicious explosions in Iran raises the possibility that tensions will re-escalate. Iran’s interest lies in waiting out Trump so that a…
Feature Over the last several years when I travelled to Europe, I would meet with Ms. Mea, an outspoken client of the Emerging Markets Strategy service. We have published our conversations with Ms. Mea in the past and this semi-annual…
BCA Research's Global ETF Strategy service concludes that a resurgence of geopolitical uncertainty casts a shadow on the short-term outlook for risk assets’ continued recovery. Our Geopolitical Strategy team…