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A Seasonal Illusion Threatens Goldilocks Markets

by Dhaval Joshi, Chief Strategist  

Collapsed complexity, plus the unwinding of favourable base effects and favourable seasonal adjustments to the inflation and jobs numbers, all pose a danger to the Goldilocks market.

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BCA Research | Counterpoint

A global macro strategy which uniquely synthesizes macroeconomics with psychology, behavioural finance, non-linear systems, complexity, and fractal analysis.

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