Here, There, Everywhere Chartpack
Here, There, And Everywhere Report - July 2024
We have turned cautious on equities for the first time since August 2022. Our end-of-the-year target for 2024, 5,500 on the S&P 500, has been reached. From here on out, any upside is gravy. However, we worry about US – not European – politics. In fact, we think investors could profit from the recent selloff in France. The real risks are in the US.
BCAリサーチ | GeoMacro Strategy
A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.
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