| Date | Title | Description |
| 21.07.2026 | As the U.S.-Iran war heats up again, these parts of the stock market and economy could be affected | A ramp-up in fighting between the U.S. and Iran over the weekend has left Wall Street reconsidering its expectations for the war’s economic impact.
Stocks continue to brush off the latest flare-up in tensions, but economists are worried tha... |
| 26.06.2026 | Amazon just made a key AI cloud service more expensive | Amazon raised prices for a key AI cloud service, the latest sign of strong demand for this new technology.
Amazon Web Services recently announced price increases for EC2 Capacity Blocks for ML. This lets companies reserve GPUs in advance, s... |
| 21.05.2026 | BCA says the stock and bond markets ‘are on a collision course.’ And bonds may win | - |
| 16.05.2026 | For better or worse, investors are living through Trump’s stock market. Here’s why | Ever since President Donald Trump has reentered the White House, the market has suffered rapid declines of meaningful size.
Yet, the market has been more successful under the second Trump term than during other presidencies in recovering qu... |
| 11.05.2026 | From Singapore to Brussels, world leaders eye Trump-Xi summit from afar | Trump and Xi are set to enter talks with a sprawling agenda spanning trade, Taiwan, the Iran war and more.
The summit outcome could have major ramifications for global trade, geopolitics, and the rules-based order, analysts say.
Any coopera... |
| 08.04.2026 | A fragile U.S.-Iran ceasefire sparks market relief — but no clear path to lasting peace | The ceasefire came after hastened diplomatic efforts led by Pakistan, hours before U.S. President Donald Trump’s threatened deadline for wiping out the entire Iranian civilization.
The reprieve allowed some time for the two sides to reach a... |
| 02.02.2026 | Oil slides over 6% as Trump signals Iran talks, easing supply shock fears | Oil prices slide as investors dial back fears of a supply shock.
On Saturday, Donald Trump told reporters Tehran was “seriously talking” with the U.S.
Oil prices slid Monday as investors dialed back fears of a supply shock after U.S. Presid... |
| 19.01.2026 | US Dollar's Fate Hinges on Portfolio Flows, BCA Research's Chief Strategist Says | (Yicai) Jan. 19 -- Arthur Budaghyan, the chief strategist for Emerging Markets and China Investment Strategy of independent investment research firm BCA Research, warned of an impending significant depreciation of the US dollar, driven by a... |
| 15.10.2025 | AI mania grips the markets – and investors are getting twitchy | Optimism over the profit potential of artificial intelligence has helped drive the US stock market to record highs, but investors are looking for weak spots that could emerge in the AI trade and have identified some risks to watch for.
AI h... |
| 13.10.2025 | China’s market rally faces test as U.S. trade rift flares: ‘much more difficult couple of weeks now’ | A resurgence of U.S.-China trade tensions threaten to derail investor optimism in China’s stock market rally.
After months of relative calm, fresh warnings from Washington over China’s rare earth export controls and renewed trade tensions h... |
| 16.09.2025 | ‘Gaza is burning’: Israel launches ground invasion of strip’s largest city | Israel’s ground invasion of Gaza City deepens the Jewish state’s nearly two-year military campaign in the enclave.
Israel launched its military offensive in the Gaza Strip in response to Palestinian militant group Hamas’ terror attacks of O... |
| 02.09.2025 | Trump calls India-U.S. trade relationship ‘a totally one sided disaster’ after Modi visits China | U.S. President Donald Trump on Monday called trade ties with India “a totally one sided disaster!”
“They [India] have now offered to cut their Tariffs to nothing, but it’s getting late. They should have done so years ago,” Trump wrote on Tr... |
| 01.09.2025 | China’s Xi urges AI cooperation, rejects ‘Cold War mentality’ at SCO summit | The meeting comes as China seeks to cast itself as a global peacemaker.
Chinese President Xi Jinping briefly gathered with Modi and Putin ahead of his opening speech.
Analysts said that China’s détente with India could help strengthen Beiji... |
| 27.08.2025 | Dominant AI trade confronts test as bellwether Nvidia reports earnings | NEW YORK :The artificial intelligence theme that has propelled markets over the past couple years faces a crucial moment on Wednesday, when bellwether Nvidia Corp reports its second-quarter results.
Technology shares, including a number of ... |
| 21.08.2025 | Red carpet for Putin, trade relief for China, penalties on India: Inside Trump’s peculiar policy playbook | Trump’s agenda is largely aimed at extracting leverages from the trading partners, according to several geopolitics experts.
Trump is seeking to maximize his leverage to secure a trade deal with New Delhi and a ceasefire pact with Putin, th... |
| 12.07.2025 | Investors react to Trump's 30% tariffs on EU and Mexico | Investors react to Trump's 30% tariffs on EU and Mexico
By ReutersJuly 12, 20252:26 PM UTCUpdated ago
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Item 1 of 2 People hold a Brazilian flag as demonstrators prot... |
| 06.07.2025 | S&P 500 in 2025 H2: Here’s what Wall Street expects | The S&P 500 is trading at new all-time highs, with investors turning bullish as markets react to easing trade tensions and reduced geopolitical uncertainty.
Notably, the index has staged an impressive recovery from the April 2025 dip tr... |
| 13.06.2025 | China’s tight grip on rare earths shows little sign of weakening | Three Shenzhen-listed Chinese companies said this month that Beijing approved their exports of magnets with rare earths.
While Beijing signaled a willingness to ease rare earth exports, global supply cutoffs will remain a threat, experts wa... |
| 12.05.2025 | Investors welcome news of progress in US-China trade talks | Investors welcomed the conciliatory tone at US-China trade talks over the weekend aimed at cooling a trade war between the world's two largest economies and dispelling some of the uncertainty clouding financial markets, although few expecte... |
| 11.05.2025 | Wary investors hope US-China talks cool high-stakes trade war | PROVIDENCE: Investors are hopeful that US-China trade talks this weekend will cool a trade war between the world's two largest economies and dispel some of the uncertainty clouding financial markets, though few expect a major breakthrough j... |
| 10.05.2025 | Wary investors hope US-China talks cool high-stakes trade war | Wary investors hope US-China talks cool high-stakes trade war
By Suzanne McGeeMay 10, 20257:48 PM UTCUpdated ago
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| 07.05.2025 | Bitcoin could benefit as investors ‘divest from U.S. assets,’ says BCA Research | - |
| 06.05.2025 | This group of stocks offers a ‘trade war shield,’ says BCA Research | - |
| 19.04.2025 | Trump’s approval rating on the economy drops to lowest of his presidential career, CNBC Survey finds | President Donald Trump is registering the worst economic approval numbers of his presidential career amid broad discontent over his handling of tariffs, inflation and government spending, according to the latest CNBC All-America Economic Su... |
| 17.04.2025 | The Cash Conundrum: Safety or Stagnation? | In the world of investing, cash often shines like a beacon of safety. When markets tumble, many investors flee to cash, seeking refuge from the storm. But is this sanctuary as secure as it seems? Recent trends suggest that while cash may fe... |
| 17.04.2025 | Will US Fed chair Jay Powell be fired by Trump? | The fate of US Federal Reserve chair Jay Powell looks increasingly uncertain as the Trump administration ramps up pressure on the central back to cut rates faster.
Powell has been resolute that he will not be influenced by Trump’s attempts ... |
| 17.04.2025 | Trump’s tariffs are ‘inviting corruption,’ Democrats tell Bessent, Lutnick | Democrats led by Sen. Elizabeth Warren are criticizing President Donald Trump’s tariffs as a “corrupt scheme.”
The letter, sent to Commerce Secretary Howard Lutnick, Treasury Secretary Scott Bessent and Trade Representative Jamieson Greer, ... |
| 17.04.2025 | Trump again calls for Fed to cut rates, says Powell’s ‘termination cannot come fast enough’ | President Donald Trump on Thursday again called for the Federal Reserve to lower rates and even hinted at the “termination” of Chair Jerome Powell.
His post on Truth Social comes a day after Powell delivered a speech at the Economic Club of... |
| 16.04.2025 | Homebuyers rush to riskier loans, as tariff turmoil pushes interest rates higher | The share of borrowers applying for adjustable-rate loans jumped to the highest in over two years.
Mortgage rates jumped 20 basis points in one week.
Homebuyers pulled back, despite much higher inventory of homes for sale.
Mortgage rates ju... |
| 16.04.2025 | Retail sales increased 1.4% in March, greater than expected | The advanced estimate of retail sales showed an increase of 1.4% on the month, better than the 1.2% Dow Jones estimate and higher than the 0.2% increase in February.
Excluding autos, the numbers also were stronger than expected, with sales ... |
| 16.04.2025 | Judge finds probable cause to hold Trump administration in criminal contempt in deportation flights case | A federal judge found probable cause to hold President Donald Trump’s White House in criminal contempt for defying a court order in a high-profile deportation case.
The government’s actions “demonstrate a willful disregard for its Order, su... |
| 16.04.2025 | Powell indicates tariffs could pose a challenge for the Fed between controlling inflation and boosting growth | Fed Chair Jerome Powell said Wednesday that the central bank could find itself in a dilemma between controlling inflation and supporting economic growth.
“If that were to occur, we would consider how far the economy is from each goal, and t... |
| 15.04.2025 | The Market's Rollercoaster: Navigating the Chaos of Zero-Day Options and Death Crosses | The stock market is a wild beast. It roars, it tumbles, and it surprises. Recently, it has been more unpredictable than ever. The surge in zero-day-to-expiration (0DTE) options and the ominous appearance of the "death cross" have ... |
| 15.04.2025 | Cash may feel safe when stocks slide, but it has risks | Investors have fled stocks in favor of perceived safe havens like cash amid tariff-fueled market volatility.
Cash may feel safer, but it also comes with risks for long-term savers, experts said.
Cash interest rates generally lag stock retur... |
| 14.04.2025 | Unemployment fears hit worst levels since Covid as tariffs fuel inflation outlook, Fed survey shows | Consumer worries grew over inflation, unemployment and the stock market as the global trade war heated up in March, according to a New York Fed survey.
The probability that the unemployment rate would be higher a year from now surged to 44%... |
| 14.04.2025 | Zero-day options are fueling the unprecedented volatility on Wall Street amid tariff chaos | The trading volume of 0DTE options tied to the S&P 500 surged to 8.5 million in April, a 23% jump since the beginning of the year and accounting for roughly 7% of the total volume in U.S. option markets, according to data from JPMorgan.... |
| 11.04.2025 | Highest tariffs since the ’30s to trigger recession, S&P 500 decline to 4,200-4,500, says BCA Research | - |
| 10.04.2025 | A global commodity sell-off is flashing warning signals for the world economy | The S&P GSCI index, which tracks global commodities across the energy, metals and agriculture sectors, shows that prices have declined over 8% since April 2, when U.S. President Donald Trump announced a slew of “reciprocal” tariffs.
“Th... |
| 05.03.2025 | Treasury yields rise as investors weigh impact of Trump’s tariffs, private payrolls data | U.S. Treasury yields were higher on Wednesday as investors considered the impact of President Donald Trump’s tariffs on Canada, Mexico, and China, along with new data on U.S. private payrolls.
At 8:18 a.m. ET, the benchmark 10-year Treasury... |
| 01.03.2025 | Bitcoin's Plunge and the Rise of DTX Exchange: A Tale of Two Markets | In the ever-shifting landscape of cryptocurrency, two stories stand out this week: Bitcoin's dramatic fall and the promising rise of DTX Exchange. Both narratives reflect the volatility and potential of the digital asset world, but they als... |
| 25.02.2025 | Bitcoin drops to a 3-month low below $90,000 in risk-off move | Watch Daily: Monday - Friday, 3 PM ET
Bitcoin has fallen through the $90,000 level, weakened by sell pressure in equities as the crypto market awaits its next catalyst.
The price of bitcoin was last lower by 6% at $88,333.09, according to C... |
| 18.11.2024 | The Market's Tightrope: Navigating Uncertainty in a Post-Trump Era | The U.S. stock market is a high-wire act, teetering between optimism and uncertainty. Following Donald Trump’s election victory, investors initially celebrated, pushing the S&P 500 to new heights. But now, the euphoria is fading. Rising... |
| 18.11.2024 | First Mover Americas: Solana Breaks Out to New Cycle Highs
Uptober Forming Amid Rising Stablecoin Liquidity and Bitcoin Transactions | This article originally appeared in First Mover, CoinDesk’s daily newsletter, putting the latest moves in crypto markets in context. Subscribe to get it in your inbox every day.
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Uptober Forming Amid Rising Stablecoin Li... |
| 18.11.2024 | Headwinds hit Trump-fueled rally in US stocks | Headwinds hit Trump-fueled rally in US stocks
By Lewis KrauskopfNovember 18, 20247:08 AM UTCUpdated ago
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| 14.08.2024 | Financing conditions pass global selloff test, so far | A tumultuous sell-off in financial markets this month has barely scathed global financing conditions, but the risk of further volatility means borrowers are not yet out of the woods.
Equity and corporate debt markets have clawed back some o... |
| 06.04.2024 | Why lower interest rates might not offer much support to the UK economy | Things are looking up for the UK economy.
Although the UK fell into a recession in the second half of last year, most economists are confident that growth will return this year thanks to a stronger consumer.
The figures back them up. GDP da... |
| 30.09.2022 | The Party Is Over for Semi Stocks. Why the Hangover Will Linger. | This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron's.Trouble in Chip Stocks
Daily Insights
BCA Research
Sept. 30: The global semiconductor equity index is break... |
| 13.05.2022 | Small-Business Optimism Is Fading. Inflation is Problem No.1 | This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron's.Small Business in Distress
Daily Insights
BCA Research
May 11: The US NFIB Small Business Optimism Index wa... |
| 08.03.2022 | A financial-research firm says there is a 10% chance of nuclear apocalypse this year — and recommends investors stay bullish on stocks even as the threat looms | The chances of a civilization-ending nuclear event soared after Russia's invasion of Ukraine, but that doesn't mean investors should stop buying stocks.
Instead, investors should remain bullish on stocks over the next 12-months despite the ... |
| 07.01.2022 | U.S. Stocks Are Expensive. Bargain Hunters, Look Elsewhere | This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s. Non-U.S. Stocks Are a Bargain
Strategy Report
BCA Research
Jan. 7: U.S. stocks are looking pricey. While v... |
| 02.06.2021 | Irene Tunkel Joins BCA Research to Lead US Equity Strategy | |
| 06.04.2021 | BCA Research Launches Counterpoint Strategy to Provide Investment Insights Unconnected to the Business Cycle | |
| 30.10.2020 | BCA Research Launches Equity Analyzer to Quantitatively Score Equities On 30 Influential Factors | |
| 08.10.2020 | BCA Research Launches Proprietary Indicators To Support Institutional Investors | |
