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BCA Research is the leading independent provider of global investment research. Start Trial. Third Quarter 2024 Strategy Outlook: Here Comes The Pain. Global Investment Strategy. by Peter Berezin. The consensus soft-landing narrative is wrong. The US will fall into a recession in late 2024 or early 2025. Growth...
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19 cze 2023 · Strategy Report. 19 June 2023. So Far, So Good On The Road To 4,500. Executive Summary. Our contrarian call for a powerful first half equity rally is being vindicated as the S&P 500 is within 2% of our 4,500 target. As nice as it is to be on the right side of a winning call, it does not necessarily portend future success.
In The News | To help you make better investment decisions, BCA Research’s blog features select weekly insights of our leading global macroeconomic and investment research across all geographies and asset classes.
11 gru 2023 · Garry Evans, Chief Strategist for Global Asset Allocation at BCA Research, warns that investors should position now for a significant decline in equity prices in the next 12 months.
24 paź 2023 · BCA Research's geopolitical strategists now see a "subjective 30% risk" that the conflict will expand into oil-producing regions like Iraq, the Persian Gulf and Iran.
Daily Insights | BCA Research. Stay on top of market events and BCA's latest ideas, with high value, timely insights delivered to your inbox daily. Start Trial. Recent Insights. Monetary Policy. US Labor Market: Cooling But Not Weak Yet. Economy. Elevated Equity Multiples Point To Low Long-Term Returns. Commodities.
2 cze 2021 · MONTREAL, June 2, 2021 /PRNewswire/ -- BCA Research, the world's leading provider of independent global macro research, today announces Irene Tunkel, CFA, has joined The U.S. Equity Strategy...
