Bubbling Up
Sell the bounce in banks, which face a triple whammy of earnings threats. This will reduce our financials sector allocation to underweight, making room for last week's energy upgrade.
Interested in reading this report?
To access the full BCA Research report, request a complimentary copy
BCA Research | US Equity Strategy
Offers a unique sector and style allocation framework that blends macroeconomic, fundamental, and technical analysis to provide clients with actionable investment recommendations.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.