Country Focus
Do Not Ignore The Message From Lumber
The lumber rally this year has been spectacular. We have been positive on this asset since February and sadly, cut our exposure too early relative to other commodities, five weeks ago. Nonetheless, we cannot ignore what the surge in lumber prices means. …
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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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