Skip to main content
Skip to main content

Insights

Access expert research, timely insights, and exclusive webcasts to help you make confident, data-driven decisions.

All Reports Webcasts
bca.usis_sr_2026_07_20_cx.png
Report
The Rent Is Too Damn High And Other Housing Misnomers
News flash: Young urban professionals are not gasping under the weight of an impossible rent burden. Investors should not be led astray by lightly examined popular narratives....
Housing Economy
20 Jul 2026
gmac_si_img.png
Report
Coloring Increasingly Outside The Lines
In our last update on the Iran-US conflict, we noted that both sides in the conflict (all three, if we include Israel) were “coloring inside the lines.” By that we meant that they were abiding by the “red lines” of kinetic activity established in the heat of the first iteration of the Iran conflict....
Iran Oil
20 Jul 2026
bca.uses_sr_2026_07_20_cms.png
Report
Bull/Bear Debate: Buy Dips Or Sell Strength In 2H2026?
BCA's bull/bear debate webcast, held on July 13, 2026 (replay here) and moderated by Chief Investment Strategist Marko Papic, pitted Peter Berezin and Arthur Budaghyan on the bearish side against Juan Correa and Noah Weisberger on the bullish side. This edited summary condenses, reorganizes by theme...
20 Jul 2026
bca.ems_sr_2026_07_17_cw.png
Report
Echoes Of The Late 1960s: Get Out Of The Dollar (G.O.D.)
The US dollar will become a pro-cyclical currency going forward. This regime shift would upend financial market correlations, and most investment portfolios are not positioned for it. A great deal of money is made or lost during regime changes - and one is coming soon. That is why our message remain...
US Dollar Capital Flows
17 Jul 2026
bca.gmac_sr_2026_07_16_cms.png
Report
Bitcoin: To Mine Or Not To Mine
Bitcoin miners are transitioning from a pure crypto play to AI infrastructure landlords, offering investors exposure to both a crypto recovery and the surge in secular power demand driven by the AI capex buildout....
Bitcoin AI
16 Jul 2026
bca.gmac_hte_2026_07_14_cms.png
Report
Here, There, and Everywhere Report - July 2026
We stick to the view that geopolitical risk has peaked. The US and Iran tensions will increase oil prices, but below a level that will matter for the market. With global liquidity ample, private sector leverage low, and inflation peaking, bears are holding onto an epic collapse of the AI capex to sh...
AI Iran
14 Jul 2026
bca.ems_mid_2026_07_14_cw.png
Report
Korea To China Tech Rotation: How Enduring?
As a short-term (0-3 months) trade, go long an equal-weighted basket of Chinese Investable and A-shares / short the KOSPI. This is a bet on mean reversion. We do not recommend that medium- and long-term investors implement this strategy....
South Korea China
14 Jul 2026
bca.usbs_rscp_2026_07_14_cms 1.png
Report
US Inflation Chartpack: Meeting The Williams Test
June’s low CPI reading rules out a July rate hike, but September is still on the table....
US Economy
14 Jul 2026
bca.gmac_br_2026_07_14_cms.png
Report
France Is Sitting On A Powder Keg
We wish all our French clients Bonne Fête Nationale! The rest of the world knows the holiday by its other name, Bastille Day. It is fitting, therefore, that we publish today GeoMacro Beta report on the coming political earthquake in France....
14 Jul 2026
Mathieu_RyanS_Roukaya,Robert,Artem.png
Webcast Replay
BCA's Q3 FICC (Fixed Income, Commodities & Currencies) Outlook

Please join Strategists, Mathieu Savary, with Ryan Swift, Roukaya Ibrahim, Robert Timper, and Artem Sakhbiev, for the BCA's Q3 FICC (Fixed Income, Commodities & Currencies) Outlook Webcast.

Tuesday, July 14
10:30 AM EDT | 3:30 PM BST | 4:30 PM CEST

Where they will discuss our take on the macro forces driving global fixed income, currencies, and commodities into year-end.

Topics to be discussed:

  • US rates under a Warsh-led Fed,
  • Where G10 central banks diverge from the Fed,
  • The best opportunities we see across global bond markets,
  • The dollar's path through year-end, and which currencies are set to win or lose most,
  • Whether the US-Iran de-escalation holds, and the read-through for oil and the broader commodity complex.
Watch Now