メインコンテンツにスキップ
メインコンテンツにスキップ
基軸マクロ Strategy Report

Questions From The Road

公開日

This week’s report discusses the questions we were asked most frequently when we met with investors in the Midwest two weeks ago. We reiterate our pessimistic fundamental take and our neutral asset allocation recommendations.

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。

The BCA Way

Our Philosophy, Your Edge

Discover More