Despite our bearish predisposition towards stocks, we are open-minded to anything that could challenge our thesis. As such, in this report, we review five upside scenarios for equities.
Please join Jonathan LaBerge, Chief Strategist of BCA’s Special Reports Unit, for a Webcast on Thursday, March 6 at 10:30 AM EST (3:30 PM GMT, 4:30 PM CET).
Are you sure you are in a trade war-induced selloff and/or recession? Or, is America – writ large – the bubble? Fed a steady dose of fiscal profligacy over the past five years, the US economy and its various associated assets have…
Our Bank Credit Analyst strategists published their latest monthly report, and Section II aims to assess whether AI is leading to a productivity increase. Our colleagues remain unconvinced that Generative AI is a true…
Nvidia announced good results, but Q1 sales guidance fell short of expectations. The numbers point to growth normalization as investors have been accustomed to blowout numbers. Nvidia’s meteoric rise means investors think about…
In Section I, Doug notes that the chaos of the new administration, including bellicose tariff threats and DOGE’s abrasive and indiscriminate approach, are sowing uncertainty and fortifying economic headwinds. Lowered guidance of…
Interest rates will decline if the disinflationary trend continues, deficits are reduced, or economic growth falters. Oil prices are likely to spike over the short term, but the long-term outlook is unfavorable. Not all GenAI…
Our China strategists assessed the outlook for Chinese stocks in the aftermath of the DeepSeek hype. DeepSeek’s innovations will boost China’s productivity and technological advancement but are unlikely to create a strong…
DeepSeek's AI breakthrough will likely enhance China’s productivity gains. But does it justify a re-valuation in Chinese tech stocks? Sustaining the Chinese tech rally will require corporate profits to overcome the pressures of…