BCA Research is urging investors to be cautious about the recent rebound in European equities and German bond yields, warning that the effects of the yen carry trade blowup are far from over.

"Trump claims that higher taxes on imports will cover the difference," BCA notes, but it highlights that such tariffs could have unintended consequences. Higher import taxes may lead to a 2.9%-6.3% ...

BCA Research analysts warn that political uncertainty and market volatility are set to increase as the election approaches, despite improving odds for a Trump victory. The failed assassination attempt ...