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2 dni temu · MacroQuant Model Update: Everyone Has A Plan Until…. 3. Indicator of the Month: BCA’s Beige Book Monitor. MacroQuant expects global equities to weaken in November. As such, the model recommends underweighting equities and overweighting bonds and cash. Please login to access BCA Research. Keep me logged in.
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...
22 maj 2024 · Investors should consider reducing risk and transitioning toward more defensive assets, markets and sectors as recent geopolitical developments signal “a new bout of global instability,” BCA...
4 cze 2024 · BCA Research remains confident in its prediction of two Federal Reserve rate cuts before the end of 2024, despite core PCE inflation staying slightly above expectations.
In The News ChatGPT And The Curse Of The Second Law | BCA Research | Peter Berezin Expanding on his Special Report entitled ChatGPT And The Curse Of The Second Law, Chief Global Strategist Peter Berezin joins BCA senior analyst Melanie Kermadjian to discuss the economic and...
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.
5 sty 2024 · Find out more. The sector model continues to favor IT and Consumer Discretionary stocks and downgraded Industrials. We also take a deeper look into the exceptional performance of our Value L/S factor and find weakness in small-to-mid cap growth stocks.
