Our Chart Of The Week comes from Jonathan LaBerge, Chief Strategist for our Special Reports Unit. Jonathan asks whether investors should be encouraged by the fact stocks are shrugging off US tariffs. The answer is no, because…
In his latest Thoughts Of The Day, Peter Berezin discusses the different moving parts of the global economy today and the potential impact of Trump's policies.
Please join BCA Research's Chief US Equity Strategist, Irene Tunkel, for a Roundtable on Tuesday, February 11 at 11:00 AM EST (4:00 PM GMT, 5:00 PM CET).
Europe is about to become President Trump’s next target. The good news: a US/EU trade war will be short as common ground to achieve a deal exists. The bad news: European assets remain at the mercy of heightened uncertainty. How…
This week, our three screeners focus on providing equity insights based on the impact of tariffs, and trade policy uncertainty in general, helping clients identify stocks exposed to these shocks.
Our Portfolio Allocation Summary for January 2025.
The 10% tariff hike announced on Saturday will likely serve as the opening salvo in a broader wave of protectionist measures. In this report, we assess the increase in US import tariffs on China. While the direct impact on China’s…
Trump’s Tariff ObsessionDonald Trump was elected on his promise to reduce inflation, curb illegal immigration, and expunge woke ideology. Tariffs were never very high on the agenda for most voters. Nevertheless, Trump has been…