BCA Research in the news

Institutional Investor

Has the global economy hit bottom? Savary says no.

June 16 2022

Mathieu Savary, Chief European Investment Strategist at BCA Research, discusses how the global economy hasn't bottomed yet.

Financial Times

The Biggest Mistake in Finance? How to Measure Real Interest Rates

May 04 2022

The Fed wants to tighten financial conditions, and that’s best measured by the real interest rate — the baseline rates that are payable after inflation. The problem: How do you measure those real rates, and are the markets judgments trustworthy?

Blooomberg

Sanctioning Russia energy in Europe could lead to continental recession

April 29 2022

Matt Gertken, geopolitical strategist at BCA Research, joins BNN Bloomberg to discuss the geopolitical risks ahead of the financial global markets. He notes there is still uncertainty to come and that sanctioning Russia energy in Europe could lead to a continental recession.

The Money Life with Chuck Jaffe

Joshi says durable goods driving inflation

April 26 2022

Dhaval Joshi, chief strategist at BCA Research, talks about inflation and how he believes the drivers for it have peaked, which should mean it begins easing significantly, even if that doesn't show up in the measures for a while.

NPR

BCA’s Budagyhan believes Russian stock market will be driven by domestic investors

March 25 2022

The response to Russia's invasion of Ukraine a month ago was fast and damaging to the country's economy. Sanctions placed on Russia by the United States and its partners forced the ruble's value to crumble and the Central Bank of Russia to close the country's stock market.

Bloomberg

Savary answers: If you sell bonds, what do you buy?

March 23 2022

BCA Research Chief Strategist Mathieu Savary goes on Bloomberg Markets to explore if the bond market movement seen over the past few days is an opportunity or if there is more still to come.