Today's Pick
China’s Credit Impulse Has Lost Its Mojo
According to BCA Research’s Counterpoint service, absent the multi-decade housing and construction boom, China will be unable to generate the monster credit impulses that it did through 2000-20. While the credit impulse surged through the…
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BCAリサーチ | Daily Insights
Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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