According to BCA Research’s Commodity & Energy Strategy service, after falling 80% over the past year, lithium prices will continue to trade lower. Lithium is critical for green technology and defense equipment,…
This week is set to be a busy one for the US market. On the policy front, there is the Wednesday FOMC meeting which will give insight into the Fed’s latest thinking regarding the timing of rate cuts. On the data front,…
According to BCA Research’s Global Investment Strategy service, the EV boom, much like the initial auto revolution over a century ago, could experience several disruptions. Buying diesel-engine era heroes can act as a call…
China’s equity market stands out as a major underperformer vis-à-vis its global peers in 2023. The 13% drawdown in China’s investable stock price contrasts with the 20% rally in the MSCI ACW Index. It reflects…
The AI craze was the dominant force driving difference in equity sector returns in 2023. Broadly-defined technology sectors were the top three outperformers last year with IT, Communication Services, and Consumer Discretionary…
According to BCA Research’s Counterpoint service, the AI gold rush will struggle to find any gold. In a gold rush, very few people get rich finding gold. But the guys selling the picks and shovels make a fortune! In the…
BCA Research's Commodity & Energy Strategy service concludes that lithium demand will rise over the long run. Lithium prices are continuing the selloff that began earlier this year, which was caused by strong…
On the surface, the slower pace of contraction in Chinese exports in September is a positive signal for global trade. The 6.2% y/y drop in the dollar value of Chinese exports was not as bad as the 8% y/y decline anticipated or…
According to BCA Research’s Commodity & Energy Strategy service, the global energy transition will become more disorderly, if oil-and-gas capex growth continues to outpace that of critical minerals. The…