Highlights Chart 1Bond Yields Have Upside In A Blue Sweep Today’s US election has important implications for the near-term path of bond yields. In particular, a “blue sweep” outcome where the Democrats win…
Joe Biden leads Donald Trump sizably in national polling, suggesting that the latter is likely to lose the popular vote in today’s election. But the US presidency is decided by the electoral college, not the popular vote,…
According to BCA Research's Global Investment Strategy service, stocks would likely rise if Trump won and the Democrats took over the Senate. If re-elected, President Trump would block any efforts to raise taxes or tighten…
Your feedback is important to us. Please take our client survey today Highlights Portfolio Strategy An easy Fed, the drubbing in the US dollar, the opening up of the global economy, poor pharma operating metrics and the specter of a…
Highlights A Biden victory with a Republican Senate (28% odds) poses the greatest risk to the global reflation trade. The US is the most susceptible to social unrest of all the developed markets. Europe is stable relative to the US,…
Your feedback is important to us. Please take our client survey today. Highlights A surge in the number of Covid cases worldwide and the failure of the US Congress to forge a stimulus deal has cast doubt on the “reflation trade…
Your feedback is important to us. Please take our client survey today. Highlights Mounting populism has created a structural tailwind behind inflation. The risk that inflation accelerates quickly is greater than the market…
According to BCA Research's Geopolitical Strategy service, the market is over-optimistic on Biden's boost to China plays. China’s 14th Five Year Plan and broader national strategy will continue to provoke…