Sorry, you need to enable JavaScript to visit this website.
Skip to main content
Skip to main content

Recency Bias And Comparisons With The 2001 Cycle

by Arthur Budaghyan, Chief EM/China Strategist  

Bulls and bears are perplexed because they suffer from recency bias. The investment roadmap and framework of the past 15 to 20 years should not be used to analyze current US financial markets. US corporate earnings will likely plunge substantially even in the case of a mild recession.

Interested in reading this report?

To access the full BCA Research report, request a complimentary copy

BCA Research | Emerging Markets Strategy

Critical input for global and EM investors as it provides global macro investment themes as well as recommendations for EM equities, currencies, and fixed income.  

Stay Connected with BCA

Get our latest events and research insights delivered to your inbox.