Searching For A Floor
Publicado en
An oversold bounce may be getting underway, but without a policy assist, it would be a rally to sell. Go to neutral in the growth vs. value trade and beware sub-surface weakness in the consumer discretionary sector.
Investigación BCA | Equities
Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.
Mantente conectado con BCA
Recibe nuestros últimos eventos y análisis de investigación directamente en tu correo.