No Recession, No Fragility, But A Lingering Doubt About A Bubble
公開日
I am a structural disbeliever in the US superstar stocks because these winners of the previous technology, Web 2.0, are unlikely all to be the winners of the latest technology, AI. But I would suspend my disbelief if the Magnificent-7 index reaches a new high and the bursting AI-bubble configuration is broken. Plus, a new recommendation is to overweight Global Healthcare (IXJ).
このレポートのエグゼクティブ・サマリーにご興味がありますか？
Get instant access to this Executive Summary from BCA.
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.
BCAとつながり続ける
最新のイベントおよびリサーチインサイトをメールでお届けします。