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Where To Find Value In Europe?
European equities are not cheap; European currencies are. The central bank's own currency valuation indicator admits that the trade-weighted euro is 10 percent undervalued. Hence, investors seeking alpha should focus on the main currencies. That…
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BCA Research | 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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