https://www.bcaresearch.com/reports/us-inflation-chartpack-hot-enough-hike-11-09-2026/226081
US Inflation Chartpack: Hot Enough To Hike | BCA Research
August’s 0.3% increase in core CPI breaks inflation’s 3-month downtrend and is likely hot enough for the Fed to hike rates when it meets next week.
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https://www.bcaresearch.com/marketing/insight/labor-market-knifes-edge-hiring-slows-cyclical-sectors/198036
Labor Market On A Knife’s Edge As Hiring Slows In Cyclical Sectors | BCA Research
May JOLTS data suggest labor market softening beneath the surface, reinforcing a defensive stance across portfolios.
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https://www.riachannel.com/june-8-eyes-on-washington-bca-research-1-ce-credit/
June 8 - Eyes on Washington - BCA Research - 1 CE Credit
Jun 8, 2020 - Join BCA Research as they discuss Eyes on Washington.
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https://www.bcaresearch.com/reports/macroquant-model-update-everyone-has-plan-until-01-11-2024/130521
MacroQuant Model Update: Everyone Has A Plan Until… | BCA Research
MacroQuant expects global equities to weaken in November. As such, the model recommends underweighting equities and overweighting bonds and cash.
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https://www.bcaresearch.com/marketing/announcements
Company News & Leadership Announcements | BCA Research
Stay up to date with the latest BCA Research announcements, including executive appointments, company milestones, and strategic leadership news.
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https://www.bcaresearch.com/reports/all-eyes-hormuz-31-03-2026/214411
All Eyes On Hormuz | BCA Research
Over the past month, oil market participants have scrambled to fill the gap in global oil supply caused by the Strait of Hormuz’s closure. While these efforts...
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https://www.bcaresearch.com/reports/stop-buying-real-assets-diversification-alone-07-09-2026/225741
Stop Buying Real Assets For Diversification Alone | BCA Research
Real Assets remain underweight in investor portfolios, a gap the 2020s bond bear market has exposed. We provide specifics on constructing a portfolio that...
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https://www.bcaresearch.com/reports/win-middle-east-lose-midterm-03-03-2026/211961
Win The Middle East, Lose The Midterm | BCA Research
An energy price spike caused by a Middle Eastern war almost guarantees that Republicans will lose control of the House, and the chance of a Democratic Senate...
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https://www.bcaresearch.com/marketing/essentials
Essentials | BCA Research
Concise, plain-language macro insight that cuts through daily noise, so you know what matters, why it matters, and how to talk about it, without spending hours...
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https://www.bcaresearch.com/strategists/martin-barnes
Martin Barnes | BCA Research
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https://www.bcaresearch.com/reports/geopolitics-and-us-politics-q4-26-09-2025/201361
Geopolitics And US Politics, Q4 | BCA Research
Rising Russia-NATO risks, tactical oil/gold trades, tougher sanctions on Russia (maybe China), China stimulus with ~5% growth target, and US checks on Trump’s...
us politicsbca researchgeopolitics
https://www.bcaresearch.com/marketing/insight/inflation-crosscurrents-point-further-fed-easing/203856
Fed Easing Likely as Oil Falls & Labor Market Weakens | BCA Research
Falling oil prices and a weakening labor market support further Fed rate cuts, as inflation crosscurrents shift policy risks toward easing.
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https://www.bcaresearch.com/reports/it-time-buy-em-bonds-02-04-2026/214751
Is It Time To Buy EM Bonds? | BCA Research
The global risk-off phase will persist. It is too early to buy local-currency bonds in Mainstream EM, but it is not too late to sell EM sovereign and corporate...
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https://www.bcaresearch.com/reports/how-analyze-and-position-towards-chinese-government-bonds-29-01-2020/167381
How To Analyze And Position Towards Chinese Government Bonds | BCA Research
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https://www.bancaynegocios.com/tag/bca-research/
BCA Research - Banca y Negocios
Banca y Negocios - Portal informativo - Noticias de banca, economía, negocios, gerencia, tecnología y más, en Venezuela, Latinoamérica y el mundo.
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https://www.bcaresearch.com/marketing/insight/stock-bond-correlation-finds-its-footing-amid-fiscal-risks/194271
Stock-Bond Correlation Stabilizes Amid Fiscal Risks | BCA Research
Explore how the stock-bond yield correlation is stabilizing after a breakdown, with renewed Treasury demand emerging amid fiscal risks and recession concerns.
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https://www.bcaresearch.com/reports/gaa-model-updates-01-09-2016/182756
GAA Model Updates | BCA Research
The DM Country Model favored Italy again at the expense of Spain mostly on liquidity change. Japan and the U.K. remain the largest two underweights.
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https://www.bcaresearch.com/strategists/roukaya-ibrahim?tab=latest
Roukaya Ibrahim | BCA Research
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https://www.bcaresearch.com/reports/are-foreign-companies-breaking-away-china-15-08-2024/131436
Are Foreign Companies Breaking Away From China? | BCA Research
Multinationals are attempting to expand their supply chains beyond China, but the relocation process has been slower than expected. In the coming years,...
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https://www.bcaresearch.com/?name=Platinum&page=1
Home | BCA Research
BCA Research is a leading independent investment research firm offering expert financial advisory services and trusted guidance from experienced independent...
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https://www.riachannel.com/category/zwhite-papers/bca-research/
BCA Research Archives - RIA Channel
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https://www.bcaresearch.com/reports/when-capex-booms-turn-busts-lessons-history-13-11-2025/204671?token=4340e20c44d6d7c606910d6044481ae0
When Capex Booms Turn Into Busts: Lessons From History | BCA Research
We examine past capex booms which turned into busts. Our analysis suggests that AI is following the same script as those ill-fated booms.
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https://www.bcaresearch.com/reports/china-battling-deflationary-pressures-21-09-2022/139756
China: Battling Deflationary Pressures | BCA Research
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https://www.bcaresearch.com/reports/korea-deflationary-shock-ahead-04-08-2025/198241
Korea: A Deflationary Shock Ahead | BCA Research
A deflationary shock from shrinking exports will ripple throughout the Korean economy. We are downgrading the KOSPI from overweight to neutral and reiterating...
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https://www.bcaresearch.com/strategists/juan-correa
Juan Correa | BCA Research
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https://www.bcaresearch.com/reports/how-low-can-chf-fall-16-02-2024/134456
How Low Can CHF Fall? | BCA Research
In this Insight, we speculate on the outlook for the CHF.
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https://www.bcaresearch.com/reports/em-report-card-04-09-2026/225701
An EM Report Card | BCA Research
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https://www.bcaresearch.com/reports/mexico-bet-further-disinflation-07-11-2025/204421
Mexico: Bet On Further Disinflation | BCA Research
Continued monetary easing supports our view of buying Mexican local currency bonds.
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https://www.bcaresearch.com/reports/macroquant-model-update-short-term-gain-vs-long-term-pain-31-10-2025/203871
MacroQuant Model Update: Short-Term Gain Vs. Long-Term Pain | BCA Research
MacroQuant is tactically overweight equities, favors an above-benchmark duration stance in fixed-income portfolios, remains bearish on the US dollar, and is...
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Research list | BCA Research
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