Market Focus
Cyclicals / Defensive: All About Deflation Risk
Cyclical stocks have underperformed defensive equities by their greatest extent since the great recession of 2008. A key driver of their underperformance has been the expanding deflationary fears engulfing the global economy. The performance of cyclical…
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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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