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A Presentation with BCA Research

Global Investment Strategy

You're invited to an exclusive lunch featuring BCA's Chief Strategist - Global Investment Strategy, Peter Berezin

Back in 2022, when most strategists were expecting an imminent US recession, Peter Berezin was one of the few arguing that growth would surprise on the upside. In 2023, he predicted an “immaculate disinflation,” contending that inflation would fall with very little cost to the economy. This kept him bullish on stocks. Then, invoking his “kinked Phillips curve framework,” he turned bearish in mid-2024 and raised his recession probability to 75% following Trump’s victory last November.

During this session, Peter will discuss:

  • The underestimated impact of the trade war on global growth.
  • Why monetary and fiscal policies won’t prevent a downturn?
  • Europe’s fiscal risks and China’s reactive stimulus.
  • Peter’s S&P 500 target of 4450 by end-2025 – the most bearish in the Bloomberg survey.
  • Why he remains cautious on bonds despite expecting lower yields?
  • Credit spreads, gold’s upside, and the yen as 2025’s top-performing currency.
  • Bitcoin’s potential drop to $45,000 by year-end. 
     

Seats are limited so reserve your spot today!

  • Date: Thursday, April 17, 2025
  • Time: 12:00pm - 1:30pm
  • Location: JW Marriott Miami, 1109 Brickell Ave. Miami, FL 33131
 

Peter Berezin

Chief Strategist, Global Investment Strategy

 

Peter is our Chief Global Strategist and Director of Research. He is also a member of BCA’s Leadership Team. Peter heads up our Global Investment Strategy service, which provides global economic and financial market analysis to help shape clients’ investment decisions.

 

He previously served as Managing Editor of The Bank Credit Analyst and helped to develop and launch BCA’s Equity Trading Strategy service. He also designed the firm’s state-of-the-art quant model, MacroQuant.

Before joining BCA in 2010, Peter was a Senior Global Economist with Goldman Sachs. He began his career at the International Monetary Fund in program negotiations, surveillance, and research. He also helped produce the IMF’s flagship report, the World Economic Outlook.

Peter holds 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.