Little Cash On The Sidelines
Published on
Today, we are sending you a report recently published by BCA’s Emerging Markets Strategy service titled Little Cash On The Sidelines. Arthur Budaghyan, Chief EM/China Strategist, argues that “cash on the sidelines” in the US is low relative to the market value of investable US securities in general, and US equities in particular.
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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