Chartbook
Sector Chart Pack: Will Rising Rates Break Equities?
In this first presentation of 2025, we start with an overview of the 2025 outlook webcast polls, and a brief post-mortem of the 2024 market performance. Then, we shift gears and examine what is behind the recent surge in bond yields and its implications for equities. We also review market technicals and positioning and conclude with a list of trades to prepare our portfolio for continued moves in yields.
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？
BCA Researchのこのエグゼクティブ・サマリーに今すぐアクセスしてください。
BCAリサーチ | US Equity Strategy
Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.
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。