Skip to main content
Skip to main content

Insights

Access expert research, timely insights, and exclusive webcasts to help you make confident, data-driven decisions.

All Reports Webcasts
Kurt_Shannon_Mathieu_Katia.png
Webcast Replay
Macro Intelligence for AI Workflows

This Webcast introduced BCA Intelligence, our new platform for bringing BCA’s current insight and historical investment thinking into the AI assistants, analytics platforms, and internal systems your team uses.

We discussed:

  • What BCA Intelligence is, and how it works
  • Why searchable, citation-backed macro insight matters
  • How it can support existing research and investment workflows
  • Practical use cases that show BCA Intelligence in action

Speakers:

Kurt Viehl
Chief Revenue Officer

Shannon Lal
Chief Technology Officer

Mathieu Savary
Head of Fixed Income, Commodities & Currencies

Katia Shtrevensky
Strategist, Geopolitics

Watch Now
bca.ficc_str_2026_09_29_cms.png
Report
The Dollar's Last Hurrah: Upgrading Our DXY Target To 105
Global capex is driving the strongest industrial cycle since 2021. The US is best positioned to capture the gains and to weather near-term risks, supporting widening real-rate differentials and favoring continued upside in the dollar in the coming months....
US Dollar Monetary Policy
29 Sep 2026
cms.png
Report
The Regulatory Pendulum Is Swinging – America Is Becoming Europe
Most investors would argue that Europe overregulates relative to the US. However, that was not always the case. Political Scientist David Vogel of University of California, Berkeley, posited that the two economies shifted models in the 1990s. Prior to that decade, the US led health, safety, and envi...
28 Sep 2026
bca.eqty_si_2026_09_28_cms.png
Report
IP-Oh No! The Issuance Wave Is Muting Multiples
The IPO wave has arrived, dominated by SpaceX’s massive listing. Aftermarket performance has been weak, and elevated issuance is weighing on S&P 500 multiples, although some pressure is already priced. SpaceX remains only partly digested, while Anthropic and OpenAI will bring further supply and grea...
IPOs AI
28 Sep 2026
bca.geom_si_2026_09_25_cover.png
Report
No, Trump Isn’t Kowtowing To China
The Trump-Xi summit does not imply concrete benefits to US-China trade. Strategic tensions persist, forcing China to increase fiscal stimulus in 2027....
bca.pcon_si_2026_09_25_cover.png
Report
The Data Center Debt Scare Is Overblown
Nerves are rising around Data Center financing but most of the fear comes from GPU financing. GPUs are not Data Centers. Data Center collateral is solid, and so are the tenants....
25 Sep 2026
bca.ficc_si_2026_09_24_cms.png
Report
US Diesel Export Ban: A Short-Term Fix With Global Fallout
Record diesel prices and mounting political pressure make some form of US export restriction likely. But it wouldn't be a clean solution. We reveal why relief would be fleeting, who would pay the price, and how to trade it....
US Oil & Gas Refining & Marketing
24 Sep 2026
bca.essn_gmo_2026_09_24_cw.png
Report
The Hawks Are Circling
Policy rates are poised to rise across the developed world as central banks are no longer willing to wait out the Iran-US standoff before taking action to combat the inflationary effects of higher oil prices. Outside of Japan, however, we do not think central banks will hike as much as markets expec...
Monetary Policy Inflation
24 Sep 2026
bca.core_str_2026_09_24_cms.png
Report
China’s Investment Downshift: What's Next?
China’s investment has hit cyclical and structural limits. Mounting economic pressures will likely push Beijing toward a more aggressive, consumer-focused reflationary stance over the next one to two years....
China Capex
24 Sep 2026
bca.eqty_str_2026_09_23_cms.png
Report
The Fed-Hiking Trail Map: The Path Higher For Equities
The Fed’s first hike is unlikely to be an equity-market cliff. Recent multiple compression has absorbed some of the rate shock, while bond risk premia, rate volatility, and inflation expectations remain contained. Stocks have typically climbed through hiking cycles, but we favor moving up in quality...
Monetary Policy Capex
23 Sep 2026