“There Is Nothing To Be Gained For Our LPs By Being Bearish”
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We take stock of earnings, AI capex and the labor market and explain why we think the repeated new highs in the S&P 500 are justified.
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BCA Research | CoreMacro
BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
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