Cross-Asset Focus
Macro Momentum Turns, Markets Follow
Macro momentum is deteriorating rapidly, and we remain defensively positioned as risks build. Business and consumer confidence have fallen sharply, and while the US post-election period began with optimism, policy uncertainty has since taken over, prompting a…
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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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