After The Pandemic Binge Comes The Pandemic Hangover...

03 Feb 2022

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BCA Research | Counterpoint

A global macro strategy which uniquely synthesizes macroeconomics with psychology, behavioural finance, non-linear systems, complexity, and fractal analysis.

Contents

Executive Summary / Insight
After The Binge Comes The Hangover…
Countering The Counterarguments
As Spending On Goods Crashes Back To Earth, So Will Inflation, Consumer Discretionary Stocks, And Overbought Commodities
Fractal Trading Watchlist
Fractal Trading System
6-Month Recommendations
Structural Recommendations
Closed Fractal Trades
Indicators To Watch - Bond Yields
Indicators To Watch - Interest Rate Expectations