Sorry, you need to enable JavaScript to visit this website.
Skip to main content
Skip to main content

Fed Moves Inflation Goalposts To 3 Percent

by Dhaval Joshi, Chief Strategist  

The Fed’s actions tell us that it has chosen to avoid a recession at the cost of moving its inflation goalposts to 3 percent. Thus begins the slippery slope to price instability. Long-term investors should underweight the dollar, own some gold, but better than gold is bitcoin. Plus, a new tactical trade is short GOOGL vs. SPY.


 

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.

Stay Connected with BCA

Get our latest events and research insights delivered to your inbox.