Mathieu Savary

Can Eurozone consumer discretionary stocks continue to march higher?

May 29 2023

For equity investors, bigger is not always better, especially when the entire market's returns rely so much on so few mega stocks.

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.

Reuters

Bitcoin bulls, beware of fractal dimension!

January 05 2021

"What it tries to measure is when the investment horizon of short-term traders and long-term traders pretty much coincide - when they start to have exactly the same views," says Matheiu Savary, global macro strategist at BCA Research.

CNBC

Global markets begin to rebound from mammoth tech sell-off — what now?

September 04 2020

BCA research strategist Mathieu Savary said in a note Friday that the pattern of value outperforming tech would likely continue throughout the duration of the correction, with European and Japanese equities outperforming due to their lesser reliance on tech.

Market Watch

Trees don’t grow to the sky: tech stocks can’t outperform forever, BCA Research argues

August 24 2020

“BCA Research tackled that question several times over the summer. Advertisement. “We believe that tech stocks are in a bubble,” wrote Mathieu Savary, ..”

Funds Europe

State Street launches low volatility ETF

August 24 2020

“How to invest in a time of Covid-19 is a question that affects us all. In this webinar, Mathieu Savary, strategist at BCA Research,.”

Bloomberg

Bloomberg Daybreak: Australia

July 20 2020

Mathieu Savary on Bloomberg

Asia Times

China outperforms on earnings optimism

July 08 2020

“The muted US response to the Hong Kong National Security Law is giving comfort to investors that the Sino-US trade war was last year’s story,” Mathieu Savary, vice-president at macro research firm BCA Research, said.

AusBiz

Look Out For a Correction During the Summer

July 02 2020

BCA Research’s Mathieu Savary gives us the breakdown ‘phase one’ of the trade deal, and gives us his take on market correction as stimulus dies down.

AusBiz

Look Out For a Correction During the Summer

June 02 2020

BCA Research’s Mathieu Savary gives us the breakdown ‘phase one’ of the trade deal, and gives us his take on market correction as stimulus dies down.

The Telegraph

Worried consumers could hold back recovery, warns Bank of England

April 20 2020

Mathieu Savary, analyst at BCA Research, warned the recovery in China was “tepid”, pointing to weak retail sales data. “This weakness is not limited to brick-and-mortar stores, online sales remain soft as well. This suggests that the fragile consumption reflects pressures on household income and poor confidence.”

S&P Global

China shows challenges of post-lockdown economic recovery

April 20 2020

However, all may not be as rosy as the data suggests, according to Mathieu Savary, a strategist at BCA Research.

Bloomberg

Value Stocks Post Best Run This Century After Fire Sale Ends

March 25 2020

“While it is still too soon to call the ultimate trough in equities more broadly, it is encouraging that the indiscriminate fire sale, panic-driven selling appears to be abating,” BCA Research strategists Mathieu Savary and Aneel Samra wrote in a note.

Financial Review

Five reasons the US dollar is booming amid chaos

March 23 2020

A close observer of the US dollar's role in global capital markets is BCA Research strategist Mathieu Savary, who is watching the ability of onshore and offshore US dollar markets to fulfil the needs of those wanting greenbacks.

The Telegraph

There will be a coronavirus recession - the only question is how long and how painful

March 18 2020

“Since household balance sheets are healthy and banks are extremely well capitalised, we doubt that the economy will enter a prolonged slump like in 2008,” says Mathieu Savary at BCA Research.

Bloomberg

Dip Buyers Fading Extreme Stock Moves Have History on Their Side

March 10 2020

“Technical indicators are now flashing a high probability of a short-term rebound in U.S. equities,” BCA Research analysts Mathieu Savary and Aneel Samra wrote in a note. “It is too early to say if any upcoming rebound will represent the ultimate end of the selling.”

Investment & Pensions Europe

Dollar/sterling: The road ahead for cable

March 02 2020

“Paradoxically, the dollar often benefits when it is the source of geopolitical risk and tensions,” says Mathieu Savary, a strategist at BCA Research. He explains that Chinese economic growth and credit data will be unclear until the spring.

Financial Review

Reserve Bank won't dare cut rates again

February 18 2020

"Things will need to get a lot worse before the RBA cuts rates," said Mathieu Savary, strategist at BCA Research, an independent provider of global investment research founded in Montreal. "We are of the view that the RBA is not going to do anything more this year." The Reserve Bank cut the official cash rate three times last year to a record 0.75 per cent. Lower interest rates have already helped to boost the housing market. But the central bank is terrified that further measures to stimulate the economy, such as rate cuts, will inflame longer-term risks, according to BCA.

Reuters

CANADA FX DEBT-Canadian dollar weakens to 8-day low as oil prices slide

January 09 2020

"The weakness in oil prices has been a key contributor. Also, the strength in the U.S. dollar," said Mathieu Savary, strategist at BCA Research.