Strategy Insight
Housing Is The Business Cycle - Anew
On Monday – January 19 – BCA Research will hold its View Meeting (open to all clients to view online or as a recording!). This is the gathering of all Chief Strategists to talk about the economy, views, and markets. A veritable Macro Entmoot! Every weekend before a View Meeting, I try to step back and think big picture. In particular, I like to think what will be the defining geomacro issue of the year. And how will it impact the markets.
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BCA Research | GeoMacro Strategy
The first investment framework integrating macroeconomics and geopolitics, led by Marko Papic, focused on the power dynamics that drive markets.
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