Essentials

Bank Credit Analyst

The analysis of complexity is a massive competitive advantage in investing, and from today, clients will be able to monitor the complexities of the world’s 17 major investments on our webpage in real-time.

Bank Credit Analyst

Bank Credit Analyst

This Special Report by BCA Research former Chief Economist Martin Barnes ranks the major economies by their economic and financial performance to find out who comes out on top.

Bank Credit Analyst

In this BCA Special Report, we ask what policies investors should expect if Donald Trump wins the 2024 Presidential election. The answer is that a second Trump term would be much less positive for risky assets than the first. While the US will remain democratic and geopolitically preeminent no matter the outcome of the 2024 election, a second term Trump administration would likely oversee large budget deficits, continued wealth inequality, labor shortages, high import prices, and an erosion of checks and balances, possibly including at the Federal Reserve. Trade policy under a second Trump presidency represents the greatest cyclical risk to investors, and the sequencing of policies in general will be important to monitor. An early legislative priority of immigration over tax cuts, alongside the rapid imposition of new tariffs, would be the worst alignment for risky assets.

Bank Credit Analyst

In this BCA Special Report, we ask what policies investors should expect if Donald Trump wins the 2024 Presidential election. The answer is that a second Trump term would be much less positive for risky assets than the first. While the US will remain democratic and geopolitically preeminent no matter the outcome of the 2024 election, a second term Trump administration would likely oversee large budget deficits, continued wealth inequality, labor shortages, high import prices, and an erosion of checks and balances, possibly including at the Federal Reserve. Trade policy under a second Trump presidency represents the greatest cyclical risk to investors, and the sequencing of policies in general will be important to monitor. An early legislative priority of immigration over tax cuts, alongside the rapid imposition of new tariffs, would be the worst alignment for risky assets.

Bank Credit Analyst

This report presents the main ways to invest in the Nuclear Renaissance; from exposure to physical uranium to equity plays alongside or outside the nuclear fuel cycle.

Bank Credit Analyst

BCA Research presents a limited monthly special series about the Nuclear Renaissance.

Bank Credit Analyst

Today we are sending you the white paper introducing our next-generation MacroQuant 2.0 model. Two years in the making, this model distills everything I have learned about economics and financial markets over the past 30 years into simple buy and sell signals.

Bank Credit Analyst

Bank Credit Analyst

Our outlook for the Fed’s interest rate and balance sheet policies in 2024.