BCA Research in the news

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.

Money Life with Chuck Jaffe

Money Life Interview: Peter Berezin

June 14 2021

Peter Berezin, chief global strategist and director of research at BCA Research, discusses the "Crypto Impossibility Theorem' -- which states that cryptocurrencies will only be viable if they can offer a higher return than stocks, and why he believes that won't happen, and will lead to struggles that distract the market and slow appreciation.

PR Newswire

Irene Tunkel Joins BCA Research to Lead US Equity Strategy

June 02 2021

BCA Research, the world's leading provider of independent global macro research, today announces Irene Tunkel, CFA, has joined The U.S. Equity Strategy (USES) as chief strategist. USES combines both macro and micro strategies to offer a unique equity sector allocation perspective, while providing clients with a view that highlights sustainable trends. Tunkel will report to Nicky Manoleas, executive vice president, BCA Research.

Kitco

Copper, silver and gold should all be in your portfolio - BCA

June 02 2021

In a recent interview with Kitco News, Robert Ryan, chief strategist at BCA Research, said that his firm is bullish on gold in the long-term as the Federal Reserve looks to maintain its ultra-loose monetary policies in the face of rising inflation pressures.

Nasdaq

TradeTalks: Implications of current fiscal policy and the path for inflation

May 26 2021

BCA Research Director of Research and Chief Global Strategist Peter Berezin joins Jill Malandrino on Nasdaq #TradeTalks to discuss implications of current fiscal policy and the path for inflation.

Barron's

German Bond Yields Won’t Stay Negative Forever. 15 Bank Stocks to Play a Move to Zero.

May 24 2021

European banks may not be worth holding for long. Mathieu Savary, chief European investment strategist at BCA Research, says eurozone bond yields will remain below U.S. yields for years to come, and European credit demand is unlikely to outperform the rest of the world for the coming few years. “In this context, the return on equity of European banks will remain low. Therefore, our current recommendation to overweight this sector is only valid as a near-term play on the global economic recovery and is not a strategic recommendation,” he said.