BCA Research
Coverage of BCA Research in the Nexus archive.
- The ‘Trump Trade’ is turning into a loser in the stock market
The Trump Trade, a stock market strategy tied to Donald Trump's policies, has declined sharply since May as ETFs linked to homebuilding, defense, and manufacturing fell 16%. Analysts attribute the downturn to rising energy prices, inflation, and the US-Iran conflict, which disrupted economic conditions and overshadowed earlier gains in 2024.
- Forget Apple. Amazon just made AI a lot more expensive.
Amazon Web Services (AWS) is raising key AI cloud prices by 20% due to soaring memory chip costs and strong AI demand. This follows a 15% price increase in January, with memory shortages driving up costs for cloud customers and impacting tech companies like Apple and Xbox.
- Why a ‘meaningful’ selloff for stocks is needed to bring down bond yields
BCA Research cautions that the stock market is overheated, preventing bond yields from declining as expected. The firm suggests a significant market selloff may be necessary to cool stock valuations and allow bond yields to normalize.