What Are Our Clients Asking
Interest rates will decline if the disinflationary trend continues, deficits are reduced, or economic growth falters. Oil prices are likely to spike over the short term, but the long-term outlook is unfavorable. Not all GenAI investments will pay off, and GenAI-induced productivity improvements do not justify current valuations.
Interested in reading this report?
To access the full BCA Research report, request a complimentary copy
BCA Research | US Equity Strategy
Offers a unique sector and style allocation framework that blends macroeconomic, fundamental, and technical analysis to provide clients with actionable investment recommendations.
Topics
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.