メインコンテンツにスキップ
メインコンテンツにスキップ
公開日

The great US labor market shortage is over. Labor demand will likely fall short of supply by the end of this year, causing unemployment to soar. Neither fiscal nor monetary policy will be able to prevent the coming recession. Investors should underweight stocks and overweight Treasuries.

BCA | CoreMacro

BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.

BCAとつながり続ける

最新のイベントおよびリサーチインサイトをメールでお届けします。

The BCA Way

Our Philosophy, Your Edge

Discover More