Peter Berezin

CNBC

AI Benefits Will Come To Companies With Network Effects

May 26 2023

Peter Berezin highlights the opportunities with artificial intelligence and the industries that will benefit most from the AI boom. Companies producing AI products and companies who use these products to cut cost will benefit immediately. AI driven supply boom will lead to unemployment and deflation globally.

Kitco News

Already 'bubbly' market at risk of popping if Fed hikes rates says economist - Peter Berezin

June 16 2021

Peter Berezin, chief global strategist at BCA Research, discusses with David Lin, anchor for Kitco News, the likelihood of the economy slumping back into a recession and a hyperinflationary scenario hitting the U.S.

Reuters

Bond market watching for ongoing Fed reassurance on purchases

January 27 2021

Yield increases prompted by the Fed paring bond purchases could hurt stocks, but “if yields go up because the economy is on fire and inflation expectations are moving up, then that’s OK for stocks,” said Peter Berezin, chief global strategist at BCA Research in Montreal.

Reuters

Unloved value stocks seen as cautious bet as election nears

October 16 2020

“I think we are going to get a regime shift in markets probably after the election,” said Peter Berezin, chief global strategist at BCA Research, which last month recommended clients “pivot to value” and says value’s discount to growth is “greater than it’s ever been.”

CNBC

How the U.S. economic response to the coronavirus pandemic stacks up to the rest of the world

September 28 2020

“It certainly feels like a Wile E. Coyote moment, where he runs off a cliff, pauses midair, only to realize there’s nothing below,” said Peter Berezin, chief global strategist at BCA Research. “I think investors are underappreciating just how much fiscal policy has tightened over the last six weeks.”

Bloomberg

What Happens to the Markets If There’s a Vaccine?

August 18 2020

“The failure to produce a vaccine would mean that herd immunity will be the only effective path toward ending the pandemic,” says Peter Berezin, chief global investment strategist at BCA Research Inc. in Montreal. “This would be highly disappointing for risk assets.” In other words, for stocks.

The Globe & Mail

Investors were slow to see coronavirus’s global spread. Are they again too complacent about the economic risks?

July 22 2020

“This puts investors in a bit of a quandary,” Peter Berezin, chief global strategist at Montreal-based BCA Research, wrote in a report. “Growth is likely to recover in the latter half of 2020 as COVID-19 testing becomes pervasive and the effects of fiscal and monetary stimulus make their way through the economy.”

Ausbiz

A Second Coronavirus Wave Is Now Our Base

July 18 2020

Peter Berezin, Chief Global Strategist at BCA Research tells ausbiz why he is watching more closely the second wave of the COVID cases as well as the EM space for opportunity.

Bloomberg

Bloomberg Markets: The Close' Full Show

July 16 2020

Peter Berezin on Bloomberg

Market Watch

Here’s what the rest of the year may hold for the stock market

July 07 2020

The firm, led by its chief global strategist, Peter Berezin, acknowledges the “nervous” tenor of trading patterns right now, but adds: “Nevertheless, we would ‘buy the dip’ if global equities were to fall 5% to 10% from current levels. While the pace of reopening will slow, there is little appetite for the sort of extreme lockdown measures that were implemented in March. The U.S. Congress will ultimately extend fiscal support for households and firms. Around the world, both fiscal and monetary policy will remain highly accommodative, which should provide a supportive backdrop for stocks.”

Business Insider

A research house that called the COVID-19 market sell-off as early as February says investors should 'buy the dip' if stocks fall 5-10%

July 07 2020

BCA Research analysts led by Peter Berezin, acknowledged a "nervous" atmosphere in global markets, but said in the firm's third quarter outlook report that they recommend investors "'buy the dip' if global equities were to fall 5% to 10% from current levels."

Market Watch

Here’s what the rest of the year may hold for the stock market

July 07 2020

The firm, led by its chief global strategist, Peter Berezin, acknowledges the “nervous” tenor of trading patterns right now, but adds: “Nevertheless, we would ‘buy the dip’ if global equities were to fall 5% to 10% from current levels. While the pace of reopening will slow, there is little appetite for the sort of extreme lockdown measures that were implemented in March. The U.S. Congress will ultimately extend fiscal support for households and firms. Around the world, both fiscal and monetary policy will remain highly accommodative, which should provide a supportive backdrop for stocks.”

Ausbiz

A Second Coronavirus Wave Is Now Our Base

June 18 2020

Peter Berezin, Chief Global Strategist at BCA Research tells ausbiz why he is watching more closely the second wave of the COVID cases as well as the EM space for opportunity.

The Globe & Mail

Investors were slow to see coronavirus’s global spread. Are they again too complacent about the economic risks?

April 22 2020

“This puts investors in a bit of a quandary,” Peter Berezin, chief global strategist at Montreal-based BCA Research, wrote in a report. “Growth is likely to recover in the latter half of 2020 as COVID-19 testing becomes pervasive and the effects of fiscal and monetary stimulus make their way through the economy.”

BFM 89.9

Markets will be Better in 12-18 Months

March 17 2020

With markets in free fall due to the perfect storm of Covid 19 and sharp oil price declines, will the US face a recession? Peter Berezin, Chief Global Investment Strategist at BCA Research tells us not to be overly concerned as it should be a technical one. In fact, he says that opportunities exist if one adopts a long term horizon

BFM 89.9

Markets will be Better in 12-18 Months

March 17 2020

With markets in free fall due to the perfect storm of Covid 19 and sharp oil price declines, will the US face a recession? Peter Berezin, Chief Global Investment Strategist at BCA Research tells us not to be overly concerned as it should be a technical one. In fact, he says that opportunities exist if one adopts a long term horizon

Newsweek

Coronavirus Sparks Talk of Global Recession and ‘Economic Pandemic’ as Stock Markets Dive

February 28 2020

In a note last Friday, Peter Berezin, chief global strategist at BCA Research, warned that markets were "too complacent" about the economic threat posed by the coronavirus. If it develops into a major pandemic, Berezin said it "would rattle the global economy, leading to a recession as deep as the one in 2008/09."

Newsweek

Coronavirus Sparks Talk of Global Recession and ‘Economic Pandemic’ as Stock Markets Dive

February 28 2020

In a note last Friday, Peter Berezin, chief global strategist at BCA Research, warned that markets were "too complacent" about the economic threat posed by the coronavirus. If it develops into a major pandemic, Berezin said it "would rattle the global economy, leading to a recession as deep as the one in 2008/09."

The Wall Street Journal

Fear of Coronavirus, Rather Than Virus Itself, Hits Economies

February 26 2020

Peter Berezin, chief global strategist at BCA Research, an investment advisory, estimated global growth would fall to zero in the current quarter and then rebound, for a full-year hit of about half a percentage point. But he also sketched out a more pessimistic scenario.

The Wall Street Journal

Fear of Coronavirus, Rather Than Virus Itself, Hits Economies

February 26 2020

Peter Berezin, chief global strategist at BCA Research, an investment advisory, estimated global growth would fall to zero in the current quarter and then rebound, for a full-year hit of about half a percentage point. But he also sketched out a more pessimistic scenario.

Equities.com

Outlook 2020: Will Bulls Forge Ahead?

December 30 2019

Is Wall Street too sanguine about the staying power of tame inflation, low interest rates and the economic expansion? Peter Berezin, BCA Research chief global investment strategist, thinks so. He sees an inflation threat emerging that could derail the expansion by the end of 2021.

Market Watch

No snowflakes here: U.S. consumers will keep the economy humming through 2020

December 30 2019

Believe it or not, “the trade war is still a risk,” said Peter Berezin, chief global strategist for BCA Research. “It’s just a cease-fire. We haven’t established anything permanent yet.”

Investor's Business Daily

Stock Market Forecast 2020: Clear Skies From Fed, China Trade, But Election Clouds Loom

December 27 2019

Is Wall Street too sanguine about the staying power of tame inflation, low interest rates and the economic expansion? Peter Berezin, BCA Research chief global investment strategist, thinks so.

CNBC

Wall Street bets international stocks will top US equities in 2020 after a decade-long slump

December 10 2019

... more than ten years, non-US stocks are set to gain the upper hand over their US peers," Peter Berezin, chief global strategist at BCA Research, said in a note.

ETF Trends

International Stock ETFs Offer Value That Many Are Ignoring

November 08 2019

“Globally, equities look reasonably attractive,” Peter Berezin, chief global strategist at BCA Research, told the WSJ. “But outside the U.S. they look very attractive.

The Wall Street Journal

Foreign Money Supports U.S. Stocks’ Rally Back to Record Highs

November 07 2019

Globally, equities look reasonably attractive,” said Peter Berezin, chief global strategist at BCA Research. “But outside the U.S. they look very attractive.

The Market

Owning bonds will be very painful

October 17 2019

Since joining BCA Research in 2010, he has served as Managing Editor of The Bank Credit Analyst as well as helping to develop and launch BCA Research's Equity Trading Strategy. Peter focuses on analyzing global economic and financial market trends.

CNBC

Dow and S&P 500 will try to snap a 3-week slide as US-China trade talks kick off in the week ahead

October 07 2019

But Peter Berezin, chief global strategist at BCA Research, warned signs of progress are crucial for the market moving forward.

Financial Times

Markets fret that recession fears will bring recession itself

September 06 2019

Peter Berezin of BCA Research concedes that “a sudden drop in confidence can generate a self-fulfilling cycle where rising pessimism leads to less ...

Market Watch

Predicting what happens next in stocks will get trickier this fall when markets navigate a roller coaster of big events

August 12 2019

... growth,” Peter Berezin, chief strategist at BCA Research said. “Central banks are usually reacting to yesterday's news and monetary policy comes with a lag.

Market Watch

Home builder confidence, up 1 point in July, still lags 2018

July 16 2019

"History suggests that the recent decline in mortgage rates will spur a rebound in home sales and construction later this year,” said Peter Berezin, chief global strategist for BCA Research