Top Tweets for #BCAResearch

over 1 year ago

Trump admin will pull back on tariffs when stocks near bear market. Serious risk unintended consequences prevail. Check out my segment @SquawkBoxCNBC in the link below. #bcaresearch https://t.co/CRAh5eNLRA

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over 1 year ago

#bcaresearch 🤖📊 For investors, AI’s likely impact is important not just for productivity growth but also for equity valuation. We evaluated what AI growth expectations were priced into US stocks in a July 2024 Bank Credit Analyst report and found that they are substantial. 1/6

JLaBergeBCA's tweet photo. #bcaresearch 🤖📊
For investors, AI’s likely impact is important not just for productivity growth but also for equity valuation. We evaluated what AI growth expectations were priced into US stocks in a July 2024 Bank Credit Analyst report and found that they are substantial. 1/6 https://t.co/5Vi2ckkU29

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over 1 year ago

For over 75 years, our strategists at @bcaresearch have been: ✅ Enthusiasts. ✅ Innovators. ✅ Pillars of respect and intellectual debate. Passion, independence, and collaborative learning define us as a firm. That will always be the case. #BCAResearch #macro #leadership

mrericjaffe's tweet photo. For over 75 years, our strategists at @bcaresearch have been:

✅ Enthusiasts.

✅ Innovators.

✅ Pillars of respect and intellectual debate.

Passion, independence, and collaborative learning define us as a firm. That will always be the case.

#BCAResearch #macro #leadership https://t.co/1OM9JdWq2B

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over 1 year ago

#bcaresearch 📉Prior to the pandemic, the correlation between stock prices and bond yields was positive for many years. Starting in 2022, it turned negative, meaning that most months saw either rising stocks and lower yields, or vice versa. 1/2

JLaBergeBCA's tweet photo. #bcaresearch
📉Prior to the pandemic, the correlation between stock prices and bond yields was positive for many years. Starting in 2022, it turned negative, meaning that most months saw either rising stocks and lower yields, or vice versa. 1/2 https://t.co/XQvhlziq1N

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over 1 year ago

For all the recent talk about the retreat of remote work, it is worth noting that office occupancy indexes remain at levels that have prevailed over the past two years. Same story in the DC area (for now). I'll be watching this for signs of a meaningful improvement. #bcaresearch

JLaBergeBCA's tweet photo. For all the recent talk about the retreat of remote work, it is worth noting that office occupancy indexes remain at levels that have prevailed over the past two years. Same story in the DC area (for now). I'll be watching this for signs of a meaningful improvement. #bcaresearch https://t.co/F7jHMurvKV

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over 1 year ago

#bcaresearch Are tariffs inflationary? The question seems like it has an obvious answer: if you put a tariff on imported goods, at least some of that will be passed on by the importer to the customer in the form of higher prices.

JLaBergeBCA's tweet photo. #bcaresearch
Are tariffs inflationary? The question seems like it has an obvious answer: if you put a tariff on imported goods, at least some of that will be passed on by the importer to the customer in the form of higher prices. https://t.co/QnKSWN1gIX

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over 1 year ago

Ukraine cannot afford to alienate the US entirely. And Trump must get some concessions from Putin. Ceasefire is likely but process just starting. Check out my interview @davidlin_TV https://t.co/G2VDb4RStQ #bcaresearch

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over 1 year ago

Why does macro matter now more than ever? Three reasons: 🔼 The unipolar geopolitical order has vanished. 🔼 Global political unrest has increased. 🔼 Market volatility has increased. That's why @bcaresearch takes a multidisciplinary approach to research. #BCAResearch #macro

mrericjaffe's tweet photo. Why does macro matter now more than ever?

Three reasons:

🔼 The unipolar geopolitical order has vanished.
🔼 Global political unrest has increased.
🔼 Market volatility has increased.

That's why @bcaresearch takes a multidisciplinary approach to research.

#BCAResearch #macro https://t.co/2QpqbFbWv1

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over 1 year ago

Dotted purple line is what happens if House Speaker Johnson's budget blueprint were to come true as stated. But we won't really see austerity. Trump's tax cuts still need to be tacked on. #bcaresearch

mgertken's tweet photo. Dotted purple line is what happens if House Speaker Johnson's budget blueprint were to come true as stated. But we won't really see austerity. Trump's tax cuts still need to be tacked on. #bcaresearch https://t.co/yx8nJkEjxx

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over 1 year ago

January CPI and higher long-term inflation expectations have probably spooked the Fed. Delayed cuts alongside concerns about tariffs is a toxic combination for stocks if tariffs disrupt global economic activity (as I expect). 2018 stock market selloff on steroids! #bcaresearch

JLaBergeBCA's tweet photo. January CPI and higher long-term inflation expectations have probably spooked the Fed. Delayed cuts alongside concerns about tariffs is a toxic combination for stocks if tariffs disrupt global economic activity (as I expect). 2018 stock market selloff on steroids! #bcaresearch https://t.co/AT9OhdPMau

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over 1 year ago

Ukraine negotiations for real now. US def cutting funding (pay for tax cuts). Distrust between US and EU will become a theme as EU negotiates with Russia. Ukraine will work with Trump but still push ... crisis events likely even as ceasefire odds rise. #bcaresearch

mgertken's tweet photo. Ukraine negotiations for real now. US def cutting funding (pay for tax cuts). Distrust between US and EU will become a theme as EU negotiates with Russia. Ukraine will work with Trump but still push ... crisis events likely even as ceasefire odds rise. #bcaresearch https://t.co/wFIMww51Lo

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over 1 year ago

The tariff announcements over the past two weeks have made it evident that a replay of 2017 is not in the cards. Import tariffs are negative for growth, and will likely weigh on manufacturing activity just as they did in 2018. #bcaresearch

JLaBergeBCA's tweet photo. The tariff announcements over the past two weeks have made it evident that a replay of 2017 is not in the cards. Import tariffs are negative for growth, and will likely weigh on manufacturing activity just as they did in 2018. #bcaresearch https://t.co/oy1xnEiDKs

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over 1 year ago

At the start of the US shale revolution, oil traded around $150/bbl in today’s prices. That, in combination with vast untapped domestic supply, led to a huge increase in US oil production. Doubtful that can be achieved again simply through deregulation. #bcaresearch

JLaBergeBCA's tweet photo. At the start of the US shale revolution, oil traded around $150/bbl in today’s prices. That, in combination with vast untapped domestic supply, led to a huge increase in US oil production. Doubtful that can be achieved again simply through deregulation. #bcaresearch https://t.co/73xgj7WEox

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over 1 year ago

Will Sec Bessent be able to engineer a disinflationary boom like what occurred in the early 1960s, 1980s, and 1990s? The idea seems to rest on a big decline in oil prices, but I strongly doubt that can be achieved with domestic oil production alone. #bcaresearch

JLaBergeBCA's tweet photo. Will Sec Bessent be able to engineer a disinflationary boom like what occurred in the early 1960s, 1980s, and 1990s? The idea seems to rest on a big decline in oil prices, but I strongly doubt that can be achieved with domestic oil production alone. #bcaresearch https://t.co/NNERkXtTPj

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over 1 year ago

At @bcaresearch, we've been busy focusing on ways to innovate and up our game. And we're just getting started. To find out more, watch the video below. ⬇️ #BCAResearch #innovation

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