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Previous Episodes

02 December 2022

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?

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25 November 2022

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.

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18 November 2022

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?

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11 November 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?

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04 November 2022

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.

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28 October 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 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?

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15 October 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.

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