Category: BCA
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BCA says investors should fade the real estate rally By Investing.com
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Investing.com – BCA Research asked investors in a recent note to take a cautious approach to the recent rally in real estate, which has been the best-performing sector in the US, with distressed sectors such as Office REITs leading the way. However, BCA analysts warn that this momentum may not…
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BCA says investors should fade the real estate rally By Investing.com
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Investing.com – BCA Research asked investors in a recent note to take a cautious approach to the recent rally in real estate, which has been the best-performing sector in the US, with distressed sectors such as Office REITs leading the way. However, BCA analysts warn that this momentum may not…
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BCA suggest that the stimulus announced from China is 1990s Japan all over again
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In a note, analysts at Credit Analyst noted that the People’s Bank of China’s monetary easing measures could provide a short-term boost to market sentiment. However, drawing comparisons to Japan’s housing crisis in the 1990s, they cautioned that monetary easing alone is unlikely to halt the deflationary spiral or spark…
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Investors should de-risk ahead of US elections, BCA says By Investing.com
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Investing.com – As the U.S. prepares for the expected 2024 elections, BCA Research advises investors to take precautions and reduce risks in their portfolios. The financial landscape looks uncertain due to the economic slowdown, geopolitical tensions and the potential for market volatility in the run-up to November. Although the BCA…
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Stay long on the yen amid rate hikes, improving growth- BCA By Investing.com
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Bets on a stronger yen have become more entrenched amid attractive valuations of domestic assets, the prospect of further interest rate hikes and an improving Japanese economy, BCA Research said. The yen has staged a stunning recovery over the past two months, as hawkish Bank of Japan policy, a weaker…
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BCA Research predicts US dollar rebound amid global trade worries By Investing.com
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BCA Research provides insights into expected monetary policy actions by central banks in China and the United States. The research firm expects Chinese authorities to cut interest rates on existing mortgage loans, while the Federal Reserve is expected to begin a monetary easing cycle. According to BCA Research, a 100…
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The US dollar is down but not out: BCA By Investing.com
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Investing.com – Despite recent weakness, analysts at BCA Research assert in a note dated Monday that the Saudi stock market remains resilient and is expected to rebound in the coming months. The global economic landscape, marked by a slowdown in the manufacturing sector and increased caution in financial markets, is…
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Time to turn negative on European credit, says BCA Research By Investing.com
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BCA Research issued a warning about the outlook for European credit markets in a note on Tuesday, telling investors it is time to shift to a negative view of the asset class. Analysts see European credit spreads as having “little room to narrow further from current levels,” leaving investors with…
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ASEAN currencies rally not backed by fundamentals, says BCA By Investing.com
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BCA Research has expressed doubts about the sustainability of the recent rally in ASEAN currencies, noting that a slowdown is expected. The research firm pointed to the lack of support from economic fundamentals, stressing that the contraction in global export orders indicates an upcoming weakness in ASEAN exports, which could…
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Time has come to buy dollar, BCA says, ahead of Fed rate-cutting cycle By Investing.com
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Investing.com — The U.S. dollar broke a four-week losing streak on Friday, and some believe it’s time to buy the greenback as the fighting spirit is expected to continue. “We had been recommending a range trading for the dollar index between 101 and 108. The dollar index has recently entered…
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Time has come to buy dollar, BCA says, ahead of Fed rate-cutting cycle By Investing.com
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Investing.com — The U.S. dollar broke a four-week losing streak on Friday, and some believe it’s time to buy the greenback as the fighting spirit is expected to continue. “We had been recommending a range trading for the dollar index between 101 and 108. The dollar index has recently entered…
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6 reasons why U.S. economy may not achieve soft landing: BCA By Investing.com
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BCA Research has identified six key reasons why the U.S. economy may struggle to achieve a soft landing, as explained in its latest note, “Cold Hard Facts: Positioning for an Economic Downturn.” Here are the six factors they believe could prevent a soft landing: 1. Consumer Drainage: The company notes…
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Biden largely spent his political capital, the risk is now to the downside: BCA By Investing.com
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According to BCA Research analysts, President Joe Biden has largely exhausted his political capital. The company states that any major negative developments from this point “could destroy his presidency.” Despite having some successes, such as negotiating bipartisan budget deals and the Fed making a soft landing, the BCA says the…