According to BCA Research’s Counterpoint service, this year’s sell-off in the interactive entertainment sector provides a good entry point for long-term investors. In the future, a typical day will be divided into…
BCA Research’s Geopolitical Strategy service concludes that energy supply is vulnerable to major disruptions in 2022. Oil and natural gas producers gain leverage when the global economy rebounds, commodity prices rise, and…
Highlights Our three strategic themes over the long run: (1) great power rivalry (2) hypo-globalization (3) populism and nationalism. The implications are inflationary over the long run. Nations that gear up for potential conflict and…
BCA Research’s Foreign Exchange Strategy service’s near-term target for the DXY index is 98. This is a speculative level based on exhaustion from their technical indicators and valuation models. The dollar tends to…
Highlights 1. How will the pandemic resolve? 2. Will services spending recover to its pre-pandemic trend? 3. Will we spend our excess savings? 4. How will central banks react to inflation? 5. Will cryptocurrencies continue to eat gold…
BCA Research’s Global Investment strategists expect inflation to dip over the next 6-to-9 months as the demand for goods moderates and supply-chain disruptions abate. The respite from inflation will not last long, however.…
Highlights Our theme for the year, “No Return To Normalcy,” is largely vindicated. Inflation is back! The geopolitical method still points to three long-term strategic themes: multipolarity, hypo-globalization, and populism…
Dear Client, We are sending you our Strategy Outlook today where we outline our thoughts on the global economy and the direction of financial markets for 2022 and beyond. Next week, please join me for a webcast on Friday, December 10th…
Highlights The big issue is not whether the omicron variant of SARS-Cov-2 is a ‘super-variant’. The big issue is that, eventually, a new variant will be a super-variant. This is because the billions of unvaccinated…