How The Oasis Reunion Mirrors The US Economy
Published on
Just like the market for Oasis 2025 reunion tour tickets, the US labour market is ‘supply-constrained’. This means the US will not go into a GDP recession in the next few months and has a good chance of cheating one for longer. Without a GDP recession, there is unlikely to be an economy-wide profits recession. This leads to three recommendation changes on a cyclical (12-month) horizon which we highlight. Plus: the tactical rally in Chinese stocks can continue.
BCA Research | 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.
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