BCA Quick Takes Podcast Podcast Por BCA Research arte de portada

BCA Quick Takes Podcast

BCA Quick Takes Podcast

De: BCA Research
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A podcast from BCA Research -- informing investors with straightforward, actionable analysis of macro and market events.Copyright 2022 All rights reserved. Economía Finanzas Personales
Episodios
  • Gridlock In Taiwan: Implications On US-China Relations

    Gridlock In Taiwan: Implications On US-China Relations
    Jan 19 2024

    Host Roukaya Ibrahim talks to BCA Research’s Chief Geopolitical Strategist Matt Gertken about the outlook for cross-strait tensions and US-China relations following the recent election in Taiwan.

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    9 m
  • On The Dollar’s Tactical And Cyclical Drivers

    On The Dollar’s Tactical And Cyclical Drivers
    Nov 24 2023

    Host Roukaya Ibrahim talks to BCA Research’s Chief Foreign Exchange Strategist Chester Ntonifor about the outlook for the US dollar. What are the forces that have recently been driving the dollar lower? Will expensive valuations dampen the dollar's ability to strengthen in the event of a recession? And what are the conditions that are needed for carry trades to perform well going forward?
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    9 m
  • Timing The Fed Pivot To Rate Cuts

    Timing The Fed Pivot To Rate Cuts
    Nov 17 2023

    Host Roukaya Ibrahim talks to BCA Research’s Chief US Bond Strategist Ryan Swift about the outlook for the Treasury market. What is the labor market data signaling about the near-term outlook for bond yields? Are the 2024 rate cut expectations priced into bond markets reasonable? And what is the role of the supply of Treasury securities versus the role of macroeconomic conditions as a driver of bond yields?
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    10 m
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