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Upcoming Webcast
The Big Debate on Europe: Boom or Doom?

Please join BCA Chief Economist Peter Berezin, Chief Investment Strategist & Head of GeoMacro, Marko Papic, and Chief Europe Strategist, Jeremie Peloso, for a Webcast: The Big Debate on Europe: Boom or Doom?

Monday, November 16
10:30 AM EST | 3:30 PM GMT | 4:30 PM CET

Peter, Marko, and Jeremie will discuss/debate:

  • Is Europe finally changing?
  • Cheap, or cheap for a reason?
  • Can investment overcome demographics and weak productivity?
  • Are the equity themes big enough to move the market?
  • Does political pressure produce reform or paralysis?
  • Can European stocks thrive even if Europe struggles?
Register
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Report
G10 FX Scorecard: Carry Holds, Divergences Grow
Carry still leads the G10 FX Scorecard, but diverging growth, inflation and rate signals suggest the cycle that drove returns over the past year may be nearing a turning point. We are shortening our horizon and watching for rotation opportunities in 2027....
Currencies BCA Indicators/Model
7 hours ago
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Report
AI Regulatory Onslaught? Overrated
Fears of AI regulation are overblown after the US midterms. But some regulation will pass – and data centers will need to generate their own electricity....
Domestic Politics AI
7 hours ago
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Report
Stick With Hawkish Fed Trades
Our Portfolio Allocation Summary for November 2026....
US Fixed Income
10 hours ago
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Report
Buy The Dip Or Sell The Dip?
Resist buying the equity dip: a major global market top may already be behind us. Sell the US dollar on strength. Accumulate bonds on weakness, favoring those in countries with current account surpluses....
Bear/Bull Market Bubbles/Crises/Manias
11 hours ago
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Report
Here, There, and Everywhere Report - November 2026
The massive Democratic sweep we were concerned about, from the market perspective, has arrived. In the long term, the move towards more regulation and higher taxes complicates the US equity bull market. In the short term, it also complicates President Trump's war in Iran. As such, we are short oil, ...
10 Nov 2026
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Report
Key Man Risk: What Unexpected CEO Departures Mean For Returns
Is the unexpected departure of a CEO a meaningfully negative event? Yes, for the stock in question, particularly if the departure is driven by a legal or ethical issue, less so for its sector, and no for the broader market....
Risks Semiconductors
10 Nov 2026
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Report
Fed Can’t Let Up Yet: US Inflation Chartpack
The US economy is not overheating, but shocks related to tariffs, energy and computer chips are keeping core inflation above target. These shocks will eventually fade, but likely not in the next few months....
Inflation Economy
10 Nov 2026
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Report
Blue Wave, Not A Sea Change: Why The Post-Election Selloff Looks Overdone
AI capex concerns have pushed the S&P 500 to the brink of a drawdown. But the cycle remains strong, drawdowns rarely last long, and Tech valuations had already compressed. And while Democratic governors now oversee about 80% of the data-center pipeline, a blue governor alone is not necessarily a bui...
US Election AI
09 Nov 2026
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Report
Worst Of Both Worlds: US Labor Market Chartpack
Please note that going forward we will no longer send email alerts when we publish our regular US labor market and inflation chartpacks. These chartpacks will still be published on the website on days of US employment report and CPI releases....
US Labor Market
06 Nov 2026