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24 March 2023
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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?
17 March 2023
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Host Roukaya Ibrahim talks to BCA Research’s Chief US Equity 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?
10 March 2023
Host Roukaya Ibrahim talks to BCA Research’s Chief 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?
03 March 2023
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Host Roukaya Ibrahim talks to BCA Research’s Chief 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?
24 February 2023
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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?
17 February 2023
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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?
10 February 2023
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?
03 February 2023
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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?
27 January 2023
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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?
20 January 2023
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?
09 December 2022
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?
02 December 2022
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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?
25 November 2022
Host Roukaya Ibrahim talks to BCA Research’s Chief US Equity Strategist Irene Tunkel about long-term opportunities in the US equity market.
18 November 2022
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?
11 November 2022
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?
04 November 2022
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.
28 October 2022
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?
15 October 2022
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.
