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BCA US Strategy report “So Far, So Good,” highlighting the S&P 500 rally and Citi Economic Surprise Index trends.

Our contrarian call for a powerful first half equity rally is being vindicated as the S&P 500 is within 2% of our 4,500 target. 

As nice as it is to be on the right side of a winning call, it does not necessarily portend future success. An investment track record is only as good as the ex-ante rationale underlying it. Right for the wrong reason(s) does not count.