Peter Berezin

Chief Strategist

Peter is currently BCA Research’s Chief Global Strategist and Research Director. 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 Analyzer Service. Peter focuses on analyzing global economic and financial market trends. Prior to BCA Research, Peter worked as a Senior Global Economist with Goldman Sachs. Peter has also spent time in the research department of the International Monetary Fund. Peter has a Bachelor of Arts in Economics from McMaster University, a Master of Science from the London School of Economics, and a PhD in Economics from the University of Toronto.

Global Investment Strategy

BCA’s Global Investment Strategy provides asset allocation advice and timely forecasts to shape clients’ conviction as they make investment decisions.

Challenge your investment conviction with insights from Global Investment Strategy

Global Investment Strategy

Equity Analyzer Service

BCA’s Equity Analyzer Service provides a top-down approach to bottom-up stock picking, providing actionable recommendations for sophisticated equity investors.

Challenge your investment conviction with insights from Equity Analyzer Service

Equity Analyzer

Global Investment Strategy

Kinky Economics

December 08 2022

The US economy is likely to experience a benign disinflation over the next six months. Stock prices will rise, bond yields will drop, and the dollar will weaken. A more treacherous environment potentially awaits in 2024, by which time the aggregate demand curve may reach the flat side of the aggregate supply curve.

Global Investment Strategy

Lags and Consequences

December 01 2022

As the FOMC explicitly acknowledged this week, monetary policy operates with substantial lags. We see the risks to stocks as tilted to the upside over the next 6 months but are neutral on global equities over a 12-month horizon.

Global Investment Strategy

Fourth Quarter 2019 Strategy Outlook: A "Show Me" Market

February 28 2020

The global economy has reached a critical juncture. Growth has been slowing since early 2018, reaching what many would regard as “stall speed.” This is the point where economic weakness begins to feed on itself, potentially triggering a recession.

Peter Berezin 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.

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.

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