Insights
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Please join BCA Chief Strategists, Mathieu Savary and Roukaya Ibrahim for an insightful look at the latest developments in the Strait of Hormuz and the implications for global financial markets.
Friday, May 8, 2026
10:30 AM EDT | 3:30 PM BST | 4:30 PM CEST
US Equity Strategy Webcast Series: Noah Holds Barred - Episode 2
Hosted By: Noah Weisberger, Chief US Equity Strategist
Moderated By: Jason Glazer, SVP, Sales
Wednesday, May 6
10:30 AM EDT | 3:30 PM BST | 4:30 PM CEST
Noah and Jason will discuss:
- 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
Macro headlines may have shifted attention away from Private Markets, but the underlying risks remain. We revisit the Private Credit-Software cracks we flagged early and explain why, despite the noise, the structural story is just getting started.
- How did we get here?
- Is Software making or breaking Private Credit's diversification case?
- Systemic risk or a normal credit cycle?
- How are our 2024 calls on Distressed versus Buyouts playing out?
- Where are the most overlooked opportunities across Private (and Public) Markets right now?
US Equity Strategy Webcast Series: Noah Holds Barred - Episode 1
Noah and Jason discussed:
- The foundations of our constructive outlook and 7700 year-end S&P 500 target
- The capex outlook and its implications
- Do valuations represent a meaningful constraint?
- Tensions and opportunities between market pricing and the state of the cycle
- What a US recession could mean for equities
- Middle East tensions: potential paths to resolution and market implications
- Sector positioning for 2026
