BCA Quick Takes Podcast

Will Oil Hold Onto Gains?

Host Roukaya Ibrahim talks to BCA Research Chief Commodity & Energy Strategist Bob Ryan about the oil market outlook following the recent OPEC+ announcement of further production cuts. What is the reason behind the group’s surprise decision to cut output? Will US shale producers step in to fill the output gap? And will the cuts cause oil market fundamentals to tighten and push up oil prices on a durable basis?

Crypto In Focus

Host Roukaya Ibrahim talks to BCA Research Strategist Juan Correa about recent trends in cryptocurrencies and the longer-term outlook. Will the tight correlation between the price of bitcoin and equities continue going forward? What would be the impact of the collapse of another cryptocurrency exchange? And how will greater regulatory scrutiny affect the crypto market and industry?

Brace For Recession?

Host Roukaya Ibrahim talks to BCA Research’s Chief US Investment Strategist Doug Peta about the implications of bank sector stress on the outlook for the US economy and Fed policy. Will the turmoil bring forward the beginning of the next US recession? Is a blanket insurance for bank deposits a prerequisite for stemming the deposit outflow from community and regional banks and restoring financial stability? What will be the impact of bank turmoil on Fed policy in 2023?

Implications Of The Banking Turmoil

Host Roukaya Ibrahim talks to BCA Research’s Chief US Investment Strategist Irene Tunkel about the banking tumult. What is behind the crisis? What will be the main drivers of bank stocks going forward? And how will the banking turmoil play out for US equities more broadly?

Takeaways From China’s NPC

Host Roukaya Ibrahim talks to BCA Research’s Geopolitical Strategist Matt Gertken about his initial takeaways following the opening of China’s National People’s Congress. Do the economic targets foreshadow disappointing economic growth this year? Is China prioritizing security over advancing its economy? And what are the policy implications of the leadership reshuffle?

Heading To 4%?

Host Roukaya Ibrahim talks to BCA Research’s European Investment Strategist Mathieu Savary about the implications of persistent inflationary pressures in the Eurozone on ECB policy, the economy and equities. Why is core CPI inflation still accelerating in the Euro Area? Are further significant ECB hikes warranted? And is the restrictive policy stance a risk to the outperformance of Euro Area equities?

Is The US Disinflation Process At Risk?

Host Roukaya Ibrahim talks to BCA Research’s US Bond Strategist Ryan Swift about US inflation and the monetary policy outlook. Is the disinflation process stalling? What are the implications for Fed policy this year? And is the Fed likely to respond to the easing of financial conditions that has occurred over the past few months?

Monetary Policy Round-Up

Host Roukaya Ibrahim talks to BCA Research’s Chief Global Fixed Income Strategist Rob Robis about the global monetary policy outlook. Are we likely to see greater policy divergence across economies this year? Does the recent resilience of economic data suggest that policymakers will have to stay hawkish for longer? And will the BoJ shift to a less accommodative policy stance?

Oil’s Greasy Dynamics

Host Roukaya Ibrahim talks to BCA Research’s Chief Commodity & Energy Strategist Bob Ryan about supply and demand dynamics facing global oil markets. What will be the impact of the EU ban on Russian refined oil products? Why has the oil price response to China’s reopening been relatively muted? And will the OPEC+ coalition raise its production targets in 2023?

The Housing Slump

Host Roukaya Ibrahim talks to BCA Research’s Chief Global Strategist Peter Berezin about the housing market outlook. How severe will the US housing downturn be? What are the implications for the broader US economy? And how vulnerable are foreign housing markets?