November 11, 2022
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?
October 28, 2022
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 27th. Can the ECB maintan the brisk pace of tightening? When will it klick off QT? What will it take to activate the TPI? And importantly, what are the implications for the euro, financials and Eurozone bond markets?
October 14, 2022
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 September, with host and BCA Strategist Roukaya Ibrahim.
