Breakdown Watch
Publicado en
Numerous breakdowns are occurring in global equities outside the US large cap. All these market moves point to a global economy that cannot handle high borrowing costs. Unless EM share prices find a bottom in absolute and relative terms before year-end, they will have experienced a structural breakdown.
BCA | 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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