BCA Quick Takes Podcast

Gridlock In Taiwan: Implications On US-China Relations

Host Roukaya Ibrahim talks to BCA Research’s Chief Geopolitical Strategist Matt Gertken about the outlook for cross-strait tensions and US-China relations following the recent election in Taiwan. 

On The Dollar’s Tactical And Cyclical Drivers

Host Roukaya Ibrahim talks to BCA Research’s Chief Foreign Exchange Strategist Chester Ntonifor about the outlook for the US dollar. What are the forces that have recently been driving the dollar lower? Will expensive valuations dampen the dollar's ability to strengthen in the event of a recession? And what are the conditions that are needed for carry trades to perform well going forward?

Timing The Fed Pivot To Rate Cuts

Host Roukaya Ibrahim talks to BCA Research’s Chief US Bond Strategist Ryan Swift about the outlook for the Treasury market. What is the labor market data signaling about the near-term outlook for bond yields? Are the 2024 rate cut expectations priced into bond markets reasonable? And what is the role of the supply of Treasury securities versus the role of macroeconomic conditions as a driver of bond yields?

Is India The New China?

Host Roukaya Ibrahim talks to BCA Research’s Emerging Markets Strategist Rajeeb Pramanik about the Indian economy's role in the global economy. How has India performed in terms of its contribution to overall global GDP growth and its contribution to the rest of the world's GDP growth? Based on these results, can India replace China as a driver of global growth?

Better Days Ahead For The Eurozone Economy?

Host Roukaya Ibrahim talks to BCA Research’s Chief European Investment Strategist Mathieu Savary about the outlook for the Eurozone economy and risk assets. What is the data signaling about growth conditions and the prospect of a stabilization? What are the implications for ECB policy? And is there scope for the euro to strengthen over the near term?

Geopolitical Risks And The Oil Market

Host Roukaya Ibrahim talks to BCA Research’s Chief Commodity & Energy Strategist Bob Ryan about the outlook for oil markets amid elevated geopolitical risks. How is Bob accounting for the potential impact of these risks? At what price level does demand destruction become a concern? And can prices rise in a scenario in which the economy is in recession?

Market Implications Of The Middle East Crisis

Host Roukaya Ibrahim talks to BCA Research’s Chief Geopolitical Strategist Matt Gertken about the implications of the crisis in the Middle East on financial markets. Will the conflict broaden? What will be the impact on Saudi-Israeli negotiations to form a security pact? And what are the implications for oil markets and the US elections?  

On The Everything Selloff

Host Roukaya Ibrahim talks to BCA Research’s Chief Global Asset Allocation Strategist Garry Evans about the outlook for global financial markets. What will it take for the correlation between stock prices and bond yields to flip back to positive? Which equity sectors are worth overweighting within global equity portfolios? And which global financial assets are currently attractive upside hedges in case the global economy remains more resilient than anticipated?

The Drivers Of EM Equities

Host Roukaya Ibrahim talks to BCA Research’s Chief Emerging Markets Strategist Arthur Budaghyan about EM equity dynamics. What are the key drivers of the EM equity index? Do the relatively cheaper valuations make a compelling case for EM stocks? And will the pivot to interest rate cuts boost economic conditions in EM economies?

Takeaways From Global Central Bank Meeting

Host Roukaya Ibrahim talks to BCA Research’s Chief Global Fixed Income strategist Rob Robis about the outcome of recent DM central bank meetings and the outlook for global monetary policy. What are the key takeaways from the big three central banks? Will government bond yields climb higher? And which central banks will lead the pivot to easing monetary policy?