Insights
Access expert research, timely insights, and exclusive webcasts to help you make confident, data-driven decisions.
Please join our team of macro researchers and football obsessives to learn why football and macro are the perfect match – and be the first to hear our 2026 World Cup forecast.
Thursday, June 4, 2026
10:30 AM EDT | 3:30 PM BST | 4:30 PM CEST
Since 2018, we’ve published what we call “The Most Important of All Unimportant Forecasts” – applying the same macro framework we use for markets and the global economy to predict the World Cup. Now, what started as a one-off idea has become a tradition.
We’re hosting a webcast to walk through the making of the report – how the model has evolved, how we combine quantitative analysis with macro and narrative insights, and why football turns out to be a surprisingly good lens for top-down thinking.
We’ll also share our final tournament prediction – and attendees will hear it first.
What we’ll cover:
• How the report started – and how it’s improved each cycle
• The blend of data, narrative, and macro behind the model
• Why football lends itself to a top-down framework
• Our final 2026 World Cup call (revealed live)
Please join Chief EM/China Strategist, Arthur Budaghyan for a Webcast.
Thursday, May 28
10:30 AM EDT | 3:30 PM BST | 4:30 PM CEST
Arthur will discuss:
- The Fed: Damned if it does, damned if it doesn’t
- Bessenomics upended?
- Get Out of the Dollar (G.O.D.) Thesis: paused, not reversed
- Unprecedented economic and market divergences
- Lessons from the 2000 tech bubble peak
- EM equities: A one-horse race
- Opportunities in EM fixed income and equities
In this webcast Ryan discussed the outlook for US inflation and consider whether rising consumer prices will force the Fed to hike rates in the coming months. The Webcast addressed the following questions:
- Will the oil price shock have only a temporary impact on US inflation, or will it send consumer prices sustainably higher?
- Is the US labor market heating up or cooling off?
- What economic scenarios would push the Fed toward rate hikes or rate cuts?
- Which US fixed income sectors stand to profit from an extended period of on-hold Fed policy?
BCA Chief Strategists, Mathieu Savary, Roukaya Ibrahim, and Noah Weisberger looked at the latest developments in the Strait of Hormuz and the implications for global financial markets.
Topics discussed:
- The Strait of Hormuz remains closed, and energy markets are tightening again. Is the shock being underpriced?
- What would a sustained disruption mean for the global growth–inflation trade-off? Is stagflation risk creeping back?
- Within commodities, where is the real asymmetry now? What’s crowded, and what still offers upside?
- Can strategic reserve releases truly cap the rally, or do they just delay the adjustment?
- Equities have remained resilient. Are markets looking through the shock, or misreading it?
- Where is the tipping point: how much further can oil rise before equities reprice meaningfully?
- If crude continues higher, which sectors and factors offer the most convex exposure, not just beta?
- If flows normalize and oil rolls over, where does leadership rotate, and how quickly?
US Equity Strategy Webcast Series: Noah Holds Barred - Episode 2
Noah and Jason discussed:
- What earnings, revisions and expectations are telling us now
- The latest read on Tech revenues, capex, and demand for AI
- Why we are long Software
- The outlook for margins: Macro headwinds vs. AI
- Key feedback and pushback from 32 client meetings & 34 Lunch and Dinner attendees:
- The impact of AI IPOs, consumer spending trends, Utilities underweight