The Ironic Triumph of Hope as Obama Leaves Office - Jan 13, 2017
Indeed, BCA Research suggests that Wednesday's press conference could be a "catalyst fir an overdue correction in the postelection market trends."
Larry Berman: How to play the U.S. market in 2017 if you’re risk-averse - Jan 9, 2017
According to data prepared by the Bank Credit Analyst, the effective tax rate of U.S. corporations has average about 25 per cent for the past decade versus the...
Economists still gloomy on long-term effects of Brexit - Jan 3, 2017
By Financial Times
Dhaval Joshi, chief strategist, BCA Research.
More pessimistic than 12 months ago
I am more pessimistic. Compared to 12 months ago, the rising ride of populism means that the EU must make an example of the UK “pour encourager les autres”. Exiting
The EU must come with a demonstrable cost. Therefore, the prospects of a Brexit-lite have diminished.
Making U.S. Stocks Great Again - Dec 9, 2016
There’s no doubt that President-elect Trump plans big changes when he arrives at 1600 Pennsylvania Ave. next month. But the boost may be significantly greater on Main Street than on Wall Street.
That’s the conclusion of Peter Berezin, senior vice president of BCA Research. What distinguishes him is that he was one of the few market analysts who both predicted early on that Trump would win the Republican presidential nomination and also the White House.
Market Takes Trump Literally And Seriously On Infrastructure Spending - Dec 9, 2016
According to BCA Research, public spending on infrastructure has one of the highest multiplier effects, making it more effective at stimulating the economy than ...