Beijing Finds A "Policy Bottom"
Published on
Chinese stimulus measures announced on September 24 found few structural optimists in the global macro community, us at BCA Research included. This is for good reason. China is mired in secular stagnation that cannot be unstuck by monetary policy alone.
BCA Research | GeoMacro
A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.
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