In this BLU Live & Unfiltered replay we'll discuss: Market Impact: US tariffs have caused significant market volatility, weakening major currencies like the Canadian dollar, euro, and Mexican peso.

The Q1 US GDP contraction and inflation dynamics reinforce our defensive asset allocation. GDP missed estimates and contracted -0.3% annualized, led by a sharp slowdown in net exports. Consumption ...

Our tactical framework highlights how financial conditions and economic surprises interact, where growth often sows the seeds of its own demise. Markets price expectations efficiently but lack perfect ...

Soft data continues to deteriorate and hard data will soon follow, reinforcing our defensive asset allocation. Consumer and business confidence have plunged as policy uncertainty and inflation ...

According to BCA Research’s Counterpoint Strategy service, the post-pandemic US economy has inverted from its usual ‘demand-constrained’ state to a highly unusual ‘supply-constrained’ state. This ...

The stock-bond yield correlation is stabilizing after months of jitters, setting the stage for renewed Treasury demand as recession risks build. A negative correlation typically points to inflation ...

Our Geopolitical Strategy team published their annual outlook, and see three trends shaping 2025. First, Congress is expected to pass tax cuts by the end of 2025, providing a fiscal thrust of 0.9% of ...

BCA Research is the leading independent provider of global investment research Since 1949, BCA Research's mission has been to shape the level of conviction with which our clients make investment ...

Terms & Conditions You acknowledge, understand and accept the following terms and conditions in relation to the use and access of the Q&A section of US Equity Strategy: Any question posted on US ...

BCA Research is the leading independent provider of global investment research Since 1949, BCA Research's mission has been to shape the level of conviction with which our clients make investment ...

BCA House View: Bracing For Recession And Rising Stagflation Risk ...

BCA Research is the leading independent provider of global investment research Since 1949, BCA Research's mission has been to shape the level of conviction with which our clients make investment ...