Energy
Executive Summary EU-Russia Energy Trade To Persist
Russia Takes Ukraine: What Next…
Executive Summary Copper Demand Follows GDP
Copper Demand Follows GDP…
Executive Summary US Treasury yields have surged in response to high US inflation and Fed tightening expectations. However, the move looks overdone in the near-term. Too many Fed hikes are now discounted for 2022, US realized inflation should soon peak,…
Executive Summary Earnings Growth Outpacing Multiple Expansion
Energy: After Seven Lean Years (Part II…
Executive Summary Oil-Price Risk Skewed Upward
Scenarios For Oil Prices…
The Secular Bull Market In Iran Tensions Remains Intact…
Executive Summary Energy Industry Is Driven By Multi-year Capex Cycles
Energy Industry Is Driven By Multi-year Capex Cycles…
Executive Summary The European Central Bank (ECB) has engaged in a decisive pivot toward higher policy rates. Markets are pricing in a first interest-rate hike in July and three more increases thereafter in 2022. This is too much for one year. Limited…
BCA Research is proud to announce a new feature to help clients get the most out of our research: an Executive Summary cover page on each of the BCA Research Reports. We created these summaries to help you quickly capture the main points of each report…
Highlights Our top five “black swan” risks for 2022: Social unrest in China; Russian invasion of all of Ukraine; unilateral Israeli strikes on Iran; a cyber attack that goes kinetic; and a failure of OPEC 2.0. Too early to buy the dip on Russian assets…