Indicator Spotlight
The Global Inflation Divergence
The inflation divergence between the US and Eurozone drives our call to stay long US duration. Inflation, typically a lagging indicator, blends slow-moving labor pressures with fast-moving supply drivers. The COVID inflation spike was a rare fusion of both,…
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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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