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US stocks to rise as inflation sags in post-pandemic period: BCA Research

The US economy should experience a “benign disinflation” over the next six months as pandemic-infused snarls unravel. That should mean good things for stocks, at least in the short term.

Tahn Sharpe | 18th Jan 2023 | More
US economy trapped in wage-price spiral, threatening ongoing stagflation

Chinese deflation is exacerbating US inflation, which could lead to further wage price spiraling and a US core inflation figure stuck above 3.5 to 4 per cent according to BCA Research.

Ishan Dan | 26th Oct 2022 | More
The view from the oasis of optimism

Peter Berezin, chief global strategist at BCA Research, discusses his view of the US economy from an “Oasis of Optimism” on a recent Middle East trip.

James Dunn | 22nd Jul 2022 | More