BCA in the news

Market Watch July 16 2019

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

“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

Barron's July 15 2019

The Bad News About China’s Economy Is Old News

Doug Peta, chief U.S. investment strategist at BCA, points out that Chinese policies have turned from restrictive to stimulative. Given the Federal Reserve’s pivot toward likely rate cuts later this month, easy policies on both sides of the Pacific should extend the U.S. expansion and bull market, he says.

BNN Bloomberg June 20 2019

Money Talk - Trump-Xi meeting raises hope for trade war truce

Investors are hoping a meeting between U.S. President Trump and Chinese President Xi at the upcoming G20 meeting in Japan could pave the way for a truce when it comes to the trade war between the countries. Matt Gertken, geopolitical strategist at BCA Research looks at what is at stake and what he will be watching in the trade talks.

CNBC June 17 2019

Stocks rise slightly as investors brace for this week’s Fed meeting

... will point in the direction of a cut at the next FOMC conclave at the end of July,” said Doug Peta, chief U.S. investment strategist at BCA Research, in a note.

The Wall Street Journal June 17 2019

The Daily Shot: New U.S. Tariffs Will Knock China’s Growth Well Below Beijing’s Target

Analysts continue to boost their estimates for US crude oil production.

The Wall Street Journal June 14 2019

The Daily Shot: Corporate CEOs Are Increasingly Gloomy on the Economy

However, the recent strength of the US economy should (in theory) provide support for consumer inflation.