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Has The Savings Rate Structurally Shifted Lower?

Our US Investment strategists have used the savings rate as a proxy for households’ willingness to spend. Its persistent decline suggests that consumers have been spending their pandemic-era excess savings and our colleagues would consider a…

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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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