BCA Quick Takes Podcast

King Dollar Is Facing A Rebellion

Host Roukaya Ibrahim talks to BCA Research’s Foreign Exchange Strategist Chester Ntonifor about the dollar’s recent depreciation. What is driving this weakness? Has the greenback peaked? And what should investors be watching at next week’s Fed and ECB meetings to guide the dollar outlook?

China’s Fading Demographic Dividend

Host Roukaya Ibrahim talks to BCA Research’s Chief Emerging Markets and China Investment strategist Arthur Budaghyan about China’s population decline. Why does it matter for investors? What policy options are available for Beijing to try to arrest the downtrend? And what are the implications for the economic policy outlook?

How Much More Pain?

Host Roukaya Ibrahim talks to Jonathan LaBerge, Vice President of BCA Research’s Bank Credit Analyst service, about the outlook for the economy and financial markets in 2023. Will the US economy succumb to recession? How severe is the next recession likely to be? And how should global investors position themselves in 2023?
 
 

Will Beijing Abandon Zero-Covid?

Host Roukaya Ibrahim talks to BCA Research’s Chief Emerging Markets and China Investment strategist Arthur Budaghyan about his outlook for the Chinese economy and equities. Will Beijing abandon the zero-Covid policy? Will a relaxation of pandemic restrictions lead to a meaningful economic recovery? What are the implications of a struggling property sector on Chinese bank stocks? And do cheap valuations present a good opportunity for investors to increase exposure to Chinese equities?

Structural US Equity Themes

Host Roukaya Ibrahim talks to BCA Research’s Chief US Equity Strategist Irene Tunkel about long-term opportunities in the US equity market.

More Than Just A Bear Market Bounce?

Host Roukaya Ibrahim talks to BCA Research’s Chief US Investment Strategist Doug Peta about his outlook for the US economy and stock market. Will US consumption hold up? What are the implications for corporate earnings? And is there scope for US equities to rally over the coming months?

Gridlock. What Now?

Host Roukaya Ibrahim talks to BCA Research’s Chief Geopolitical/US Political Strategist Matt Gertken about the results of the US midterm election. What are the implications for domestic and foreign policy? Is gridlock positive for financial markets? And what are the implications for the 2024 presidential election?

Political Roundup: From Beijing to Washington

Host Roukaya Ibrahim talks to BCA Research’s Chief Geopolitical/US Political Strategist Matt Gertken about his takeaways following China’s twentieth national party congress as well as his expectations for the US midterm election. What are Beijing’s priorities going forward? What are the implications of the composition of China’s new Politburo? Will authorities relax the “dynamic zero-Covid policy?” And will US Republicans win Congress or just the House?

Slowdown Ahead - ECB Outlook

Host Roukaya Ibrahim talks to BCA Research’s Chief European Investment Strategist Mathieu Savary about the outlook for the ECB following its jumbo rate hike on October 27.  Can the ECB maintain the brisk pace of tightening? When will it kick off QT? What will it take to activate the TPI? And importantly, what are the implications for the euro, financials, and Eurozone bond markets? 

Inflation: What Goes Up Must Come Down?

Inflation remains stubbornly elevated. How will it evolve going forward? What will the Fed response be? What are the implications for US bond markets? Ryan Swift, BCA Research’s US Bond strategist, provides his analysis after the CPI report release in October.