Today's Pick
Maintain A Defensive Positioning In Commodities
Our Commodity strategists remain defensive as both demand- and supply risks abound. Stay long gold and underweight oil and copper as increasing OPEC+ supply and tariff-driven demand risks will hurt energy and industrial metals prices. The motivations…
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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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