Executive Summary A Swedish Warning Stocks are oversold but downside risks persist. The Fed is on the verge of beginning a tightening cycle, which creates a process often linked to deeper and longer equity corrections…
Executive Summary Russian Invasion Scenarios And Likely Equity Impact The Ukraine crisis is escalating as predicted. We maintain our odds: 65% limited incursion, 10% full-scale invasion, 25% diplomatic de-escalation.…
BCA Research’s US Political Strategy service concludes that it is too soon to buy the dip in the S&P 500. The Ukraine crisis is not yet resolved. The peak-to-trough equity drawdown amid major geopolitical crises…
Executive Summary A Floor In Biden’s Approval? Biden’s approval rating is forming a bottom. Democrats will pivot away from Covid-19 to boost the economy and consumer sentiment. While Democrats face a dismal midterm…
As expected, the Bank of England raised the Bank Rate by 25 bps to 0.5% on Thursday. Notably, of the nine voting MPC members, four voted to increase the Bank Rate by 50 bps to 0.75%. Meanwhile, the ECB kept policy unchanged.…
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…
According to BCA Research’s US Political Strategy service, the most likely outcome of the US midterm elections is a GOP victory in the House and Senate. This outlook is consensus in online betting odds. However, the…
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…