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The US (and the UK) is staring down the barrel of a ‘mini-stagflation’ until a deflationary shock arrives to neutralise it. We describe a likely source for the deflationary shock and list three investment conclusions that are valid irrespective of how long it takes for the deflationary shock to arrive. Plus: RCI.B is deeply oversold and ripe for a rebound.
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Investigación BCA | 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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