In this week’s report, we look at the current de-dollarization discussion within the context of the USD’s near-term cyclical outlook, and whether it warrants a bullish or bearish stance.
Russia’s conflict with the West will escalate and trigger more bad news for risky assets this fall. Beyond that, stalemate looms. Latin American equities present a potential opportunity once the macro and geopolitical backdrop…
In the coming weeks, we will continue our series of thematic Special Reports by conducting a “deep dive” analysis of cybersecurity stocks. This is a pervasive investment theme, and we recommend it as a new…
Cryptocurrencies tumbled on Friday following the PBoC’s announcement that it will consider all crypto-related transactions – including services provided by off-shore exchanges – as illicit financial activity. This follows a…
Dear Client, In addition to our regular report, this week we are sending a Special Report written by my colleague Lucas Laskey from BCA Research’s Equity Analyzer service titled “Is The Reopening Trade Closed?”. The…