BCA Research strategists point out that due to the difference between the U.S. current account deficit and the Eurozone surplus, the euro may long-term pump to 1.40. Although there may be a consolidation in the short term, the long-term trend is upward, as market concerns about the U.S. current account deficit intensify, while the Eurozone's external conditions remain robust.

Jin10 data July 12 news, BCA RESEARCH European Chief Strategist Mathieu Savary: Trump's strategy is to make outrageous demands, then let those demands fall through, and then make another effort to win some last-minute concessions, and finally reach a trade protocol. We remember a framework from Trump's first presidential term, and that is what is happening now. It doesn't matter what is said now; what matters is where we will land. It is expected that the EU will ultimately "have to accept a 10% tariff, but this is something the EU can actually cope with."

According to a message from the Gate.io News bot, Peter Berezi, Chief Global Strategist at BCA Research, analyzed that the main focus of the market in the coming weeks will shift from tariff issues to the increasingly tense relationship between President Trump and Federal Reserve Chairman Powell. He believes that the Federal Reserve may refuse requests to purchase bonds, as such actions would not only encourage poor economic policies but also affect the Fed's independence.

Jin10 data reported on April 14, BCA Research Chief Global Strategist Peter Berezin: The main market theme in the coming weeks will not be tariffs, but rather the increasingly inevitable conflict between Trump and Powell. The Federal Reserve is expected to resist calls for bond purchases, as doing so would encourage poor economic policies while undermining the Fed's independence.

Jin10 data reported on April 3rd, Bca Research chief strategist Dhaval Joshi stated that the dumping is concentrated in artificial intelligence stocks, and there is no direct correlation between the stock market sell-off and tariffs. Because if there were a direct connection, retail stocks should be performing very poorly. So it's like an excuse or a catalyst to sell very expensive stocks. The US stock market is an expensive market; it just needs a catalyst to make investors start selling.

BCA Research strategist stated that they do not believe Cryptocurrency is eyewash and do not believe its price will drop to zero. If the price of BTC falls to $75,000, they will buy more actively. Trump's plan to build a strategic reserve of BTC may pose a risk to the view that it has already peaked. Establishing a strategic reserve for BTC will only result in the federal government holding these Tokens.

The Cryptocurrency market is showing all the typical signs of a top signal, with BTC supply exceeding 90% profit margin usually marking the peak of BTC price. The feverish optimism in the Cryptocurrency market is a signal that the market is nearing its peak. If the BTC price falls to $75,000, the BCA team will be more aggressive in buying.

Research firm BCA Research suggests that BTC may be nearing its peak. Currently, over 90% of the BTC in circulation is in a profitable state, which has historically been a sign of a top in BTC prices. At the same time, eight cryptocurrency trading apps have entered the top ten ranking for financial app downloads.

ChainCatcher news, according to CBN, the median forecast of the Fed for the 2025 interest rate is only a 50 basis point cut, but the Business Council of Canada (BCA) expects more cuts. Analysts at BCA said in a report that inflation is likely to be lower than the Fed's 2025 forecast, while the unemployment rate may be higher than the Fed's 2025 forecast. They said, “Therefore, it will require an easing policy of more than 50 basis points.” The Fed predicts that the unemployment rate will be at the end of 2025

On December 24, Jinshi Data News, the median forecast of the US Federal Reserve for the 2025 Interest Rate is only a 50 basis point cut, but the Business Council of Canada (BCA) expects more interest rate cuts. BCA analysts said in a report that inflation is likely to be lower than the Fed's forecast for 2025, while the unemployment rate may be higher than the Fed's forecast for 2025. They said, 'Therefore, more than 50 basis points of easing policy will be needed.' The Fed predicts that the unemployment rate at the end of 2025 will be 4.3%, 'which would require a significant improvement in the momentum of the labor market, and we believe this trend change is unlikely to occur.'

Peter Boockvar, Chief Global Strategist at BCA Research, stated that since Trump's election, the probability of an economic recession has risen to 75%, with the risk of a new trade war being a major factor. He indicated that once clearer evidence of an economic downturn emerges, he will recommend reducing stock holdings to the maximum extent.

Arthur Budaghyan, chief emerging/China strategist at BCA Research, believes that global trade will continue to contract for most of the year. And while the Red Sea situation may continue to escalate, its impact on inflation will be short-lived. In terms of the Fed's interest rate cut and the dollar's trend, Budagian said that he believes the dollar will continue to strengthen in the next two months, and even if the Fed chooses to cut interest rates, it will not affect this momentum

BCA Research analyst Doug Peta said that US Treasury yields will trade in a range for some time. He believes that the yield on the 10-year Treasury note will remain above 4% after peaking at 5%, as it has been since July. "As we think the Fed will be quite cautious in cutting rates, we think there is a floor for the 10-year Treasury yield," he said. Peta expects the Fed to cut interest rates three times starting next summer. However, the Fed will be cautious so as not to trigger a rise in inflation expectations.

Following the Bank of England (BoE) keeping its policy rate unchanged and cutting its economic growth forecast, gilts rose as markets priced in expectations that the BoE could raise interest rates aggressively next year. Other Eurobonds also moved higher as markets believe that global central banks may ease monetary policy sooner than expected. Mathieu Savary, chief European strategist at BCA Research, said weak economic performance would continue to boost the gilt market in the coming months. "Yields will generally follow the US, but a weaker UK economy means gilts will outperform US Gilts," he said. ”

Efforts to curb inflation in the UK are still ongoing, BCA Research noted. The latest inflation report shows that the core CPI annual rate remained unchanged at 6.9% in July, and the monthly rate rose to 0.3%. A tight UK labor market has contributed to the trend. The current situation for the Bank of England is complex. On the one hand, leading growth indicators, such as the RICS Survey Housing Market Indicator and the CBI Expected Retail Sales Indicator, suggest that domestic economic activity is deteriorating and that an eventual decline in inflation will follow. UK inflation, on the other hand, continues to outperform the G7 and the rest of the euro zone and is likely to remain above the Bank of England's 2% target benchmark for some time. As such, the risk of a re-coupling of inflation expectations remains significant. The BoE is likely to hike rates by 50 basis points at its September meeting and take the bank rate to 6% by the end of the year