Strategy Report
The US Consumer Is Still Hanging On
We remain constructive on the economy and equities in the near term because consumers show no sign of hunkering down, US homeowners are largely impervious to higher mortgage rates and our latest survey of storefront occupancies on Lower Fifth Avenue highlighted some encouraging developments.
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.
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