BCA Research
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BCA Research is a leading independent provider of global investment research. Founded in 1949 our mission has been to shape the level of conviction with which our clients make investment decisions.
📈 BCA's Chart Of The Week
Our Chart Of The Week comes from Chief GeoMacro Strategist, Marko Papic. Marko highlights a seismic shift in #fiscalpolicy.
Marko sees a potential return to fiscal conservatism in 2025—a shift that could spell the end of US asset outperformance.
#BCACOTW
Our Chart Of The Week comes from Chief GeoMacro Strategist, Marko Papic. Marko highlights a seismic shift in #fiscalpolicy.
Marko sees a potential return to fiscal conservatism in 2025—a shift that could spell the end of US asset outperformance.
#BCACOTW
January 24, 2025 at 10:49 PM
📈 BCA's Chart Of The Week
Our Chart Of The Week comes from Chief GeoMacro Strategist, Marko Papic. Marko highlights a seismic shift in #fiscalpolicy.
Marko sees a potential return to fiscal conservatism in 2025—a shift that could spell the end of US asset outperformance.
#BCACOTW
Our Chart Of The Week comes from Chief GeoMacro Strategist, Marko Papic. Marko highlights a seismic shift in #fiscalpolicy.
Marko sees a potential return to fiscal conservatism in 2025—a shift that could spell the end of US asset outperformance.
#BCACOTW
📈 BCA's Chart Of The Week
Our Chart Of The Week comes from Chief EM/China Strategist, Arthur Budaghyan. Arthur highlights a crucial risk to US #equities—rising corporate bond yields.
If equities hold up in the face of rising #bond yields, it would be unprecedented. Stay tuned.
Our Chart Of The Week comes from Chief EM/China Strategist, Arthur Budaghyan. Arthur highlights a crucial risk to US #equities—rising corporate bond yields.
If equities hold up in the face of rising #bond yields, it would be unprecedented. Stay tuned.
January 17, 2025 at 7:58 PM
📈 BCA's Chart Of The Week
Our Chart Of The Week comes from Chief EM/China Strategist, Arthur Budaghyan. Arthur highlights a crucial risk to US #equities—rising corporate bond yields.
If equities hold up in the face of rising #bond yields, it would be unprecedented. Stay tuned.
Our Chart Of The Week comes from Chief EM/China Strategist, Arthur Budaghyan. Arthur highlights a crucial risk to US #equities—rising corporate bond yields.
If equities hold up in the face of rising #bond yields, it would be unprecedented. Stay tuned.
Join us for an exclusive lunch with Chief Strategist, Dhaval Joshi, in Vienna to gain insights into the key trends shaping the global economy and markets in 2025!
🗓 Date: Tuesday, January 21, 2025
⏰ Time: 12:00 PM - 2:00 PM
📍 Location: Vienna, Austria
Seats are limited—register now: bit.ly/4g25C6P
🗓 Date: Tuesday, January 21, 2025
⏰ Time: 12:00 PM - 2:00 PM
📍 Location: Vienna, Austria
Seats are limited—register now: bit.ly/4g25C6P
January 17, 2025 at 4:37 PM
Join us for an exclusive lunch with Chief Strategist, Dhaval Joshi, in Vienna to gain insights into the key trends shaping the global economy and markets in 2025!
🗓 Date: Tuesday, January 21, 2025
⏰ Time: 12:00 PM - 2:00 PM
📍 Location: Vienna, Austria
Seats are limited—register now: bit.ly/4g25C6P
🗓 Date: Tuesday, January 21, 2025
⏰ Time: 12:00 PM - 2:00 PM
📍 Location: Vienna, Austria
Seats are limited—register now: bit.ly/4g25C6P
Happy Holidays from all of us at BCA Research! ✨
Wishing you all a joyful holiday season and a prosperous New Year! Thank you for being part of our journey. Here's to an epic 2025! 🎉
#HappyHolidays #BCA #GlobalCelebration
Wishing you all a joyful holiday season and a prosperous New Year! Thank you for being part of our journey. Here's to an epic 2025! 🎉
#HappyHolidays #BCA #GlobalCelebration
December 23, 2024 at 5:18 PM
Happy Holidays from all of us at BCA Research! ✨
Wishing you all a joyful holiday season and a prosperous New Year! Thank you for being part of our journey. Here's to an epic 2025! 🎉
#HappyHolidays #BCA #GlobalCelebration
Wishing you all a joyful holiday season and a prosperous New Year! Thank you for being part of our journey. Here's to an epic 2025! 🎉
#HappyHolidays #BCA #GlobalCelebration
Chief European Investment Strategist, Mathieu Savary, sees a dimming outlook for #European #industrial stocks in the near term.
BCA expects a significant pullback in European industrials, adding to weakness in European #equities, particularly cyclical #stocks.
Learn more here: bit.ly/40Tz6jl
BCA expects a significant pullback in European industrials, adding to weakness in European #equities, particularly cyclical #stocks.
Learn more here: bit.ly/40Tz6jl
December 18, 2024 at 8:10 PM
Chief European Investment Strategist, Mathieu Savary, sees a dimming outlook for #European #industrial stocks in the near term.
BCA expects a significant pullback in European industrials, adding to weakness in European #equities, particularly cyclical #stocks.
Learn more here: bit.ly/40Tz6jl
BCA expects a significant pullback in European industrials, adding to weakness in European #equities, particularly cyclical #stocks.
Learn more here: bit.ly/40Tz6jl
Thank you to all who attended our presentation in São Paulo last week with Chief Emerging Markets Strategist, Arthur Budaghyan.
To learn more about upcoming events with our strategists, please reach out to us at contactbca@bcaresearch.com.
To learn more about upcoming events with our strategists, please reach out to us at contactbca@bcaresearch.com.
December 12, 2024 at 6:52 PM
Thank you to all who attended our presentation in São Paulo last week with Chief Emerging Markets Strategist, Arthur Budaghyan.
To learn more about upcoming events with our strategists, please reach out to us at contactbca@bcaresearch.com.
To learn more about upcoming events with our strategists, please reach out to us at contactbca@bcaresearch.com.
Our Chart Of The Week comes from Chester Ntonifor and Robert Timper, Foreign Exchange and Global Fixed Income strategists. As a high conviction trade, they are betting on UK weakness, through a long December 2025 3-month SONIA futures position vs. its SOFR counterpart, and by selling GBP rallies.
December 12, 2024 at 6:51 PM
Our Chart Of The Week comes from Chester Ntonifor and Robert Timper, Foreign Exchange and Global Fixed Income strategists. As a high conviction trade, they are betting on UK weakness, through a long December 2025 3-month SONIA futures position vs. its SOFR counterpart, and by selling GBP rallies.
📈 BCA's Chart Of The Week
European #equities are enduring a historic underperformance, with the #EURO STOXX 50 trailing the S&P 500 by over 20% in common-currency terms in 2024, the second-worst gap in nearly 40 years.
Learn more about our European Investment Strategy service here: bit.ly/49j7Vk6
European #equities are enduring a historic underperformance, with the #EURO STOXX 50 trailing the S&P 500 by over 20% in common-currency terms in 2024, the second-worst gap in nearly 40 years.
Learn more about our European Investment Strategy service here: bit.ly/49j7Vk6
December 3, 2024 at 8:54 PM
📈 BCA's Chart Of The Week
European #equities are enduring a historic underperformance, with the #EURO STOXX 50 trailing the S&P 500 by over 20% in common-currency terms in 2024, the second-worst gap in nearly 40 years.
Learn more about our European Investment Strategy service here: bit.ly/49j7Vk6
European #equities are enduring a historic underperformance, with the #EURO STOXX 50 trailing the S&P 500 by over 20% in common-currency terms in 2024, the second-worst gap in nearly 40 years.
Learn more about our European Investment Strategy service here: bit.ly/49j7Vk6
📈 BCA's Chart Of The Week
Why Did The US Dollar And Bond Yields Rise Since The Fed Cuts Interest Rates?
Arthur Budaghyan, BCA's Chief EM Strategist, highlighted in August that the Fed’s easing cycle would follow a “buy the rumor, sell the news” pattern.
#Charts #analysis #macro #emergingmarkets
Why Did The US Dollar And Bond Yields Rise Since The Fed Cuts Interest Rates?
Arthur Budaghyan, BCA's Chief EM Strategist, highlighted in August that the Fed’s easing cycle would follow a “buy the rumor, sell the news” pattern.
#Charts #analysis #macro #emergingmarkets
November 26, 2024 at 5:22 PM
📈 BCA's Chart Of The Week
Why Did The US Dollar And Bond Yields Rise Since The Fed Cuts Interest Rates?
Arthur Budaghyan, BCA's Chief EM Strategist, highlighted in August that the Fed’s easing cycle would follow a “buy the rumor, sell the news” pattern.
#Charts #analysis #macro #emergingmarkets
Why Did The US Dollar And Bond Yields Rise Since The Fed Cuts Interest Rates?
Arthur Budaghyan, BCA's Chief EM Strategist, highlighted in August that the Fed’s easing cycle would follow a “buy the rumor, sell the news” pattern.
#Charts #analysis #macro #emergingmarkets
📈 BCA's Chart Of The Week
What Does Trump’s Victory Tell Us About The Stability Of The Constitutional System?
Our Chart of the Week from Matthew Gertken explores what Trump’s re-election reveals about U.S. political stability and the constitutional system.
Reach out to us here: bit.ly/40Tz6jl
What Does Trump’s Victory Tell Us About The Stability Of The Constitutional System?
Our Chart of the Week from Matthew Gertken explores what Trump’s re-election reveals about U.S. political stability and the constitutional system.
Reach out to us here: bit.ly/40Tz6jl
November 20, 2024 at 9:37 PM
📈 BCA's Chart Of The Week
What Does Trump’s Victory Tell Us About The Stability Of The Constitutional System?
Our Chart of the Week from Matthew Gertken explores what Trump’s re-election reveals about U.S. political stability and the constitutional system.
Reach out to us here: bit.ly/40Tz6jl
What Does Trump’s Victory Tell Us About The Stability Of The Constitutional System?
Our Chart of the Week from Matthew Gertken explores what Trump’s re-election reveals about U.S. political stability and the constitutional system.
Reach out to us here: bit.ly/40Tz6jl