Indicator Spotlight
Soft Data Surprise Downturn Flags Growing Recession Risk
The collapse in soft data points to rising recession risks, but markets are still only priced for a mild slowdown, reinforcing our defensive positioning. As policy uncertainty and market volatility surged, consumers and businesses signaled plans to delay…
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BCAリサーチ | Daily Insights
Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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