Noah Weisberger
Head of Equities
Noah Weisberger helps investors understand how macroeconomic regimes, earnings dynamics, valuations, and sector leadership shape U.S. equity market returns and portfolio… Read More
Noah Weisberger helps investors understand how macroeconomic regimes, earnings dynamics, valuations, and sector leadership shape U.S. equity market returns and portfolio positioning. His work focuses on translating top-down macro signals, fundamental trends, and quantitative market analysis into clear investment implications across the S&P 500, sectors, industries, and thematic equity exposures.
As Chief Strategist for US Equity Strategy, Noah leads BCA’s U.S. equity market coverage. He develops index-level forecasts, sector views, thematic recommendations, and portfolio construction frameworks that help institutional investors navigate changing economic conditions, market turning points, and shifts in leadership beneath the index.
Before joining BCA, Noah held senior roles on the buy side at PGIM, and in sell-side research at Alliance Bernstein, and Goldman Sachs. He began his career at the Council of Economic Advisers during the Clinton administration, where he saw firsthand the importance of rigorous analysis in shaping policy debates and in real-world decision-making. His background spans strategic asset allocation, equity strategy, macroeconomics, and portfolio construction.
Noah holds a PhD and MA in Economics from Harvard University and a BA in Mathematics from Yeshiva University. He lives with his family in the Westchester County suburbs, where he can be found playing pickleball and hiking with his rapidly aging, but still energetic, Golden Retriever, Caleb. Read Less
As Chief Strategist for US Equity Strategy, Noah leads BCA’s U.S. equity market coverage. He develops index-level forecasts, sector views, thematic recommendations, and portfolio construction frameworks that help institutional investors navigate changing economic conditions, market turning points, and shifts in leadership beneath the index.
Before joining BCA, Noah held senior roles on the buy side at PGIM, and in sell-side research at Alliance Bernstein, and Goldman Sachs. He began his career at the Council of Economic Advisers during the Clinton administration, where he saw firsthand the importance of rigorous analysis in shaping policy debates and in real-world decision-making. His background spans strategic asset allocation, equity strategy, macroeconomics, and portfolio construction.
Noah holds a PhD and MA in Economics from Harvard University and a BA in Mathematics from Yeshiva University. He lives with his family in the Westchester County suburbs, where he can be found playing pickleball and hiking with his rapidly aging, but still energetic, Golden Retriever, Caleb. Read Less
Fed hikes are not an equity cliff. Stocks have climbed through all seven hiking cycles since 1980, usually pausing after the first hike rather than peaking. Valuations have already reset. Multiple compression has been significant and broad-based....
07 Oct 2026
A hike, not a cliff. The Fed has started a shallow cycle that's largely priced in. Stocks have climbed through all seven hiking cycles since 1980, usually pausing after the first hike rather than peaking. Valuations have already reset. Multiple...
29 Sep 2026
Four strategists: two competing outlooks, zero house views, all from one firm that fosters truly independent thinking.
13 Jul 2026
Key Topics For Discussion: A 2H2026 update of our outlook: Fundamentals vs. fears; What are our baskets telling us: Rotation not regime break; Growth ascendant: Inflation fears contained; Tactically long consumer (on the back of oil price relief)
24 Jun 2026
The US economy is back in Expansion, with growth positive and improving, and US equities continue to climb on the back of a firming cycle and AI-related drivers. Fundamentals still look firm: earnings expectations are rising, margins are expanding,...
25 Jun 2026
US Equity Strategy Webcast Series: Noah Holds Barred - Episode 3 Hosted By: Noah Weisberger, Chief US Equity Strategist Moderated By: Jason Glazer, SVP, Sales
08 Jun 2026
US Equity Strategy Webcast Series: Noah Holds Barred - Episode 2
06 May 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