BCA Research Named Most Innovative Financial Services Solution in the 2015 bba/ifs Financial Innovation Awards

BCA Research received the ‘Most Innovative Financial Services Solution’ award during the 2015 bba/ifs Financial Innovation Awards announced on December 3 in London. BCA’s digital platform BCA Edge was recognized for transforming the way research integ … [More.]

FOMC: December Liftoff A “Done Deal”

The U.S. payroll report was more than strong enough for the FOMC to deliver their first rate hike later this month. Treasurys are likely to sustain some more damage in the near term unless the dollar strengthens. Payrolls increased by 211K in … [More.]

Will The RMB Depreciate?

Some commentators have argued that the RMB will depreciate considerably against the U.S. dollar after the SDR decision, as the incentives for the Chinese authorities to maintain the “soft peg” have now vanished. According to our China strategists, RMB … [More.]

Cyclicals Vs. Defensives: Waiting For The Other Shoe To Drop

Is this a short covering/reflex bounce to be sold or the beginning of a durable advance in the global cyclicals/defensives share price ratio? Our Global Alpha Sector Strategy service sides with the former. Developed market economic growth … [More.]

Webcast Replay – Navigating Macro Divergences: The Devil Is In The Dollar

The global macro divergences driving the dollar up highlight economic weakness outside the US that may be structural, not just the fact that the U.S. is leading the rest of the developed world’s recovery from the global financial crisis on a cyclical … [More.]