Mathieu Savary
Head of FICC
Mathieu Savary helps investors understand the forces shaping the global economy and their implications on markets around the world. He concentrates on the evolution of policy… Read More
Mathieu Savary helps investors understand the forces shaping the global economy and their implications on markets around the world. He concentrates on the evolution of policy risk, liquidity, capex cycles, political dynamics, and the architecture of the global monetary system to identify opportunities and threats for investors' portfolios.
Mathieu leads BCA's global fixed income, currency, and commodity coverage. He synthesizes a large array of economic and financial forces and works closely with the vast array of expertise found at BCA Research to help investors position their portfolios across global bond markets, identify currency opportunities, evaluate the outlook for global natural resources prices.
Prior to his current role, Mathieu ran BCA's European investment team and FX team. He also led the Bank Credit and Daily Insights publications. Prior to joining BCA Research in 2012, Mathieu worked on the buy-side, at Brandywine Global, where he contributed to the global macro team. Mathieu has two decades of global macro analysis experience and is a regular contributor in media wroldwide.
Mathieu holds a BCom in finance and economics from McGill University and is a CFA chartholder. Read Less
Mathieu leads BCA's global fixed income, currency, and commodity coverage. He synthesizes a large array of economic and financial forces and works closely with the vast array of expertise found at BCA Research to help investors position their portfolios across global bond markets, identify currency opportunities, evaluate the outlook for global natural resources prices.
Prior to his current role, Mathieu ran BCA's European investment team and FX team. He also led the Bank Credit and Daily Insights publications. Prior to joining BCA Research in 2012, Mathieu worked on the buy-side, at Brandywine Global, where he contributed to the global macro team. Mathieu has two decades of global macro analysis experience and is a regular contributor in media wroldwide.
Mathieu holds a BCom in finance and economics from McGill University and is a CFA chartholder. Read Less
Key Topics: US rates under a Warsh-led Fed; Where G10 central banks diverge from Fed; Global bond markets opportunities; Dollar's path to year-end - currency winners and losers; If US-Iran de-escalation will hold and view on oil.
14 Jul 2026
Mathieu and Matt discussed:
The US-Iran deal and next steps in trying to resume global commodity flows.
The impact of energy prices on global demand, inflation, and interest rates so far.
Different scenarios for commodity prices and economic...
23 Jun 2026
BCA Chief Strategists, Mathieu Savary, Roukaya Ibrahim, and Noah Weisberger looked at the latest developments in the Strait of Hormuz and the implications for global financial markets.
08 May 2026
Topics discussed:
Update on the situation in the Strait of Hormuz: shipping, attacks, and the state of talks
How is the global energy market absorbing the shock?
How will central banks respond to the trade-off between growth and...
24 Apr 2026
Please join Garry Evans, Head of Research Solutions, and Mathieu Savary, Chief Strategist (DM ex-US), along with special guest Harry Ishihara, Japan Advisor, for a Webcast exploring the outlook for Japan. Wednesday, March 25 at 8:30 AM EDT | 12:30...
25 Mar 2026
Please join Mathieu Savary, Chief Strategist for Developed Markets ex-US, and Artem Sakhbiev, Senior FX Strategist, for a Webcast, as they unpack the macro, market, and political forces reshaping EUR/USD and what it means for portfolios.
25 Jul 2025