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* Macro Research * Multi Asset: Global * BCA Live & Unfiltered * The Bank Credit Analyst * Counterpoint * Daily Insights * GeoMacro Strategy * Geopolitical Strategy * Global Asset Allocation * Global Investment Strategy * Private Markets & Alternatives * Multi Asset: Regional * China Investment Strategy * Emerging Markets Strategy * European Investment Strategy * US Investment Strategy * US Political Strategy * Single Asset * Commodity & Energy Strategy * Foreign Exchange Strategy * Global Fixed Income Strategy * US Bond Strategy * US Equity Strategy * BCA Access * Insights & Education * Macro Insights * Chart of the Week * BCA Research Podcasts * Training & Events * Platforms & Analytics * Platforms * Equity Analyzer * Analytics * BCA Research Chart Explorer * About Us * Executive Management * Strategists * Press * Track Record * Careers * Carrières (français) * Contact Us * Communiquer avec nous Login Start Trial Login Start Trial SHAPE YOUR CONVICTION™ BCA RESEARCH IS THE LEADING INDEPENDENT PROVIDER OF GLOBAL INVESTMENT RESEARCH Start Trial EXPLORE OUR WRITTEN RESEARCH GLOBAL INVESTMENT STRATEGY 2024 KEY VIEWS: HERE COMES THE KINK By Peter Berezin We have been using our kinked Phillips curve framework to gauge the likely evolution of the US economy. To recap, the framework says that there is a nonlinear relationship between inflation and unemployment. Such a nonlinear relationship has been visible throughout history and appeared most recently during the pandemic. Download Sample Report CHINA INVESTMENT STRATEGY / EMERGING MARKETS STRATEGY 2024 KEY VIEWS: CHINA IS IN A DEFLATIONARY TRAP By Arthur Budaghyan The overarching macro theme for China in 2024 will be deflation and its impact on the economy, macro policies, and financial markets. Widespread deflation, in combination with high debt levels and falling real estate prices, had unleashed debt inflation and balance sheet recession dynamics. Download Sample Report THE BANK CREDIT ANALYST OUTLOOK 2024: THE END OF THE EASY MONEY ERA By Jonathan Laberge At the end of each year, BCA Research’s long-time clients Mr. X and his daughter, Ms. X, visit our office to discuss the economic and financial market outlook for the year that lies ahead. This client interview has become most anticipated and well-read by all of our clients... Download Sample Report GEOPOLITCAL STRATEGY KEY VIEWS: GEOPOLITICS IN 2024 By Matt Gertken Global instability will continue in 2024 – whatever happens afterward. Slowing economies will exacerbate already high geopolitical risk and policy uncertainty stemming from the US election and foreign challenges to US leadership. Overweight government bonds, defensive sectors, the Americas versus other regions... Download Sample Report CUSTOM DISCUSSIONS WITH THE WORLD’S TOP STRATEGISTS TO SHAPE YOUR CONVICTION AND UNLOCK ALPHA. Find out more WATCH OUR CUSTOM DISCUSSIONS GLOBAL INVESTMENT STRATEGY IN CONVERSATION WITH PETER BEREZIN To make a call on any asset class or market, one needs to connect the dots across the global macro space since everything is interlinked. EM/China Investment Strategy has four key themes for 2024... Watch Video GLOBAL ASSET ALLOCATION IN CONVERSATION WITH GARRY EVANS Global Asset Allocation Strategy maintains that tight monetary policy will eventually trigger a recession in 2024. We recommend that you keep a close eye on capex to see when tighter lending standards start to bite... Watch Video CHINA INVESTMENT STRATEGY / EMERGING MARKETS STRATEGY IN CONVERSATION WITH ARTHUR BUDAGHYAN To make a call on any asset class or market, one needs to connect the dots across the global macro space since everything is interlinked... Watch Video EUROPEAN INVESTMENT STRATEGY IN CONVERSATION WITH MATHIEU SAVARY European Investment Strategy discusses eight themes that will drive returns for European assets in 2024. What is the near-term outlook for the Eurozone? How long until Europe... Watch Video OUR MACRO RESEARCH SERVICES MULTI ASSET: GLOBAL Investment narratives derived from global macroeconomic and geopolitical intelligence. BCA Live & Unfiltered Counterpoint Private Markets & Alternatives The Bank Credit Analyst Daily Insights Geopolitcal Strategy Global Asset Allocation Global Investment Strategy MULTI ASSET: REGIONAL Measured impact in specific regions of pertinent global information US Political Strategy China Investment Strategy Emerging Markets Strategy European Investment Strategy US Investment Strategy SINGLE ASSET Pinpointed macro effects on specific asset classes Commodity & Energy Strategy Foreign Exchange Strategy Global Fixed Income Strategy US Bond Strategy US Equity Strategy OUR EXPERTS A WORLDWIDE GROUP OF MORE THAN 60 FINANCIAL EXPERTS ERIC JAFFE CHIEF EXECUTIVE OFFICER Eric Jaffe was appointed Chief Executive Officer of BCA Research on November 27, 2023. Eric was previously Managing Director and Global Head of Content at GLG, a private equity-owned expert-access and insight business. PETER BEREZIN CHIEF STRATEGIST Peter is currently BCA Research’s Chief Global Strategist and Research Director. Since joining BCA Research in 2010, he has served as Managing Editor of The Bank Credit Analyst as well as helping to develop and launch BCA Research’s Equity Analyzer Service. ARTHUR BUDAGHYAN CHIEF STRATEGIST Arthur is currently BCA Research’s Chief Strategist, Emerging Markets Strategy. Since joining BCA Research in 1999, he has been responsible for EM trading strategies and became the Chief Strategist of the Emerging Markets Strategy in 2005. GARRY EVANS CHIEF STRATEGIST Garry is currently BCA Research’s Chief Strategist, Global Asset Allocation. Since joining BCA Research in 2015, Garry has headed the Global Asset Allocation Service as well as being involved in Emerging Market Sector Strategy. MATT GERTKEN, PHD CHIEF STRATEGIST Matt is currently BCA Research’s Chief Strategist, Geopolitical Strategy. He oversees the firm’s coverage of market-relevant geopolitical, political, and policy developments across the world. ROUKAYA IBRAHIM STRATEGIST Roukaya is currently BCA Research’s Strategist, Daily Insights. From 2018 to 2020, she was a Strategist for BCA Research’s Geopolitical Strategy service. She has also served as a Strategist for the Commodity & Energy Strategy service. CHESTER NTONIFOR STRATEGIST Chester is currently BCA Research’s Strategist, Foreign Exchange Strategy. He first joined BCA Research in 2008 and has worked across Foreign Exchange Strategy, Global Investment Strategy and Commodity & Energy Strategy. BRIAN PAYNE CHIEF STRATEGIST Brian is BCA Research’s Chief Strategist, Private Markets & Alternatives. View All Strategists SOME OF OUR MID AND LONG TERM CALLS 1995 The Tech Boom OUR METHOD FIERY, COLLABRATIVE PROCESS A research staff of 60+ committed to non-consensus daily debate CONFIDENCE-INSPIRING FACT BASE Decades of analysis on over 200,000 data series, which build up to thousands of proprietary indicators MACRO EXPERTS WHO CHALLENGE YOU The push and pull in one-on-one conversation to shape your conviction Start Trial THE BCA RESEARCH APP OUR APP IS UPDATED DAILY AND AVAILABLE WHENEVER AND WHEREVER YOU ARE Market-leading investment research directly in your hands. Helping you to make more informed decisions, faster than ever. With access to Reports, Webcasts, Podcasts, and BCA Live & Unfiltered. BCA LIVE & UNFILTERED To help our clients with their investment decisions, we live-broadcast our daily research discussions through our BCA Live & Unfiltered (BLU) service. 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