The "Higher For Longer" Troika: Rates, Dollar And Energy
Publicado en
Downside risks to equities are building. Rates, the dollar, and energy prices will remain elevated into yearend. This trifecta makes a soft landing less likely than before and hurts corporate profits and multiples. However, high cash balances may offer downside protection against a sharp correction.
Investigación BCA | Equities
Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.
- Compartir informe
Compartir Report
Mantente conectado con BCA
Recibe nuestros últimos eventos y análisis de investigación directamente en tu correo.