BCA Research’s US Investment Strategy & US Political Strategy services conclude that the enduring influence of Ronald Reagan and Paul Volcker may have run its course. The Volcker Fed’s uncompromising resistance…
Highlights Both the US and Iran have the intention and capability of restoring the 2015 nuclear deal so investors should presume that an escalation in tensions will conclude with a new arrangement by August this year. However, the…
Highlights Health care remains a top priority of the Democratic Party even though it is flying under the radar at the moment. Health care embodies the shift from small government to big government. While the 2021 budget reconciliation…
According to BCA Research’s US Political Strategy service, health care remains a top priority of the Democratic Party, which will hurt health care stocks. The health care debate over the past decade reflected the broad…
BCA Research Geopolitical Strategy service concludes that investors currently understate geopolitical risks. President Joe Biden faces imminent tests from China, Iran, and Russia. The phone conversation between Presidents…
Highlights The Biden administration’s budget reconciliation bill will close the output gap, so markets will have to start thinking about upcoming tax hikes, rising wages, and eventual Fed interest rate hikes. Biden’s lax…
According to BCA Research’s US Political Strategy service, the Biden administration’s current budget reconciliation bill will lead to another reconciliation bill on infrastructure spending and green projects ahead of…