Strategy Report
Hitting Resistance
Confirming indicators still do not validate the oversold rally. Fade the materials sector bounce, by selling steel down to underweight.
BCA Research | US Equity Strategy
The US Equity Strategy, led by Noah Weisberger, advises investors on how macro regimes, fundamentals, and market dynamics shape risk and opportunity across US equities.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.