Today's Pick
How Broad-Based Is GenAI-Related Investment?
According to BCA Research’s Bank Credit Analyst service, CAPEX does not appear to be especially broad-based even among the largest companies in the US. The enclosed chart presents a bottom-up estimate of CAPEX as a percent of sales for the…
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BCAリサーチ | Daily Insights
Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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