BCA Quick Takes Podcast

50 Episodes

1. Gridlock In Taiwan: Implications On US-China Relations

   Published: 1/19/2024
2. On The Dollar’s Tactical And Cyclical Drivers

   Published: 11/24/2023
3. Timing The Fed Pivot To Rate Cuts

   Published: 11/17/2023
4. Is India The New China?

   Published: 11/10/2023
5. Better Days Ahead For The Eurozone Economy?

   Published: 11/3/2023
6. Geopolitical Risks And The Oil Market

   Published: 10/20/2023
7. Market Implications Of The Middle East Crisis

   Published: 10/13/2023
8. On The Everything Selloff

   Published: 10/6/2023
9. The Drivers Of EM Equities

   Published: 9/29/2023
10. Takeaways From Global Central Bank Meeting

    Published: 9/22/2023
11. Is The Disinflation Trend Intact? Implications For Fed Policy

    Published: 9/15/2023
12. Further Upside For The S&P 500? (Part 2)

    Published: 9/8/2023
13. Investment Implications Of The US Election Cycle

    Published: 9/1/2023
14. Will The AI Rally Continue?

    Published: 8/25/2023
15. Understanding The Moving Parts Of Oil Markets

    Published: 8/11/2023
16. FX Markets Amid Central Bank Data Dependency

    Published: 8/4/2023
17. Reading The Tea Leaves From China’s Politburo Meeting

    Published: 7/31/2023
18. What Soft Landing? A Global Recession Has Already Started!

    Published: 7/21/2023
19. Inflation, The Fed, And The Treasury Market

    Published: 7/14/2023
20. Will Eurozone Weakness Persist Into H2?

    Published: 7/7/2023