Too Much Economic Data Is Bad For You, Here’s What To Focus On
The high-frequency Joshi Rule confirms that the US labour market is holding up. Equity investors should regard 5-10 percent selloffs as tactical buying opportunities. Bond investors should stay underweight US duration. Plus, a new high-conviction trade is to go overweight the 30-year German bund versus the 30-year US T-bond.
Interested in reading this report?
To access the full BCA Research report, request a complimentary copy
BCA Research | Counterpoint
A global macro strategy which uniquely synthesizes macroeconomics with psychology, behavioural finance, non-linear systems, complexity, and fractal analysis.
Topics
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.