Strategy Report
“There Is Nothing To Be Gained For Our LPs By Being Bearish”
We take stock of earnings, AI capex and the labor market and explain why we think the repeated new highs in the S&P 500 are justified.
Interested in the Executive Summary of this report?
Get instant access to this Executive Summary from BCA Research.
BCA Research | US Investment Strategy
BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
Topics
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.