BCA in the News
BCA in the News

News articles from all around the globe highlight BCA Research and advisory tips.

Latest News
  • Five markets charts that matter for investors - Sep 25, 2017
    By Financial Times

    BCA Research calls this “the resynchronisation of developed economy monetary policies”. They explain: “The more hawkish central banks will become less hawkish, as subdued inflation limits the scope for monetary policy tightening” while “the more dovish central banks will become less dovish as the benefits of ultra-accommodation diminish and the costs rise”. Michael Mackenzie

  • U.S. Politics Could Diminish Dollar’s Role as Global Reserve Currency - Sep 24, 2017
    By The Wall Street Journal

    ... “You would think, ‘How can a country with that kind of political backdrop have a global reserve currency?,’ ” says Martin Barnes, senior vice president and economic adviser at Montreal-based BCA Research. “The thing is, there’s no alternative.

  • The Job the Federal Reserve Can’t Get Done - Sep 1, 2017
    By Barron's

    The Bank Credit Analyst observes that a “culture of profound cost reduction” has gripped the business sector since the financial crisis. It’s not just Amazon, but an array of disrupters that have forced costs lower, including Uber Technologies, Airbnb, artificial intelligence, robotics, the “gig economy” of contract workers, and hydraulic fracturing, to name a few.

  • Investors focus on prospects for Trump trade and asset prices - Aug 21, 2017
    By Financial Times

    Dhaval Joshi, of BCA Research, says: “The most accommodative central banks are becoming less obsessed with subpar inflation and much more concerned about the danger that ultra-loose policy poses to financial stability. These central banks are set to dial back accommodation.” Indeed, the Fed’s minutes revealed a telling line, with officials noting “vulnerabilities associated with asset valuation pressures had edged up from notable to elevated”.

  • Byron Wien: 2 Speed Bumps Slowing the Bull Market - Jul 27, 2017
    By Barron's

    The Bank Credit Analyst has conducted a study which concludes that low productivity gains ultimately lead to higher inflation and interest rates. The emerging markets exemplify this. We will have to see if this model applies in the current cycle. The BCA economists conclude that low productivity keeps interest rates from rising at the outset but eventually leads to higher inflation and interest rates as savings are depleted. Some believe the large amount of time millennials spend on Instagram and Facebook actually detracts from productivity. The decline in mathematics proficiency for graduates of American public high schools could also be a contributing factor. Low investment in capital equipment has also lowered worker output per hour worked. There is also evidence of declining entrepreneurship. The birth rate of new companies has declined by 50% since the 1970s and now roughly equals the general business death rate. Despite these negatives, there is some hope that productivity will improve in the second half of 2017 with a stronger economy.

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