Strategy Report
Does 2026 = 2000 Or 2021?
2026 has closer parallels with 2021 than with 2000 because an ultra-accommodative Fed can prolong the stock market rally even as a tech capex boom ends. Plus, a new tactical trade is short silver versus gold.
Interested in reading this report?
To access the full BCA Research report, request a complimentary copy
BCA Research | Counterpoint
A global macro strategy which uniquely synthesizes macroeconomics with psychology, behavioural finance, non-linear systems, complexity, and fractal analysis.
Topics
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.