Strategy Insight
Why I Joined The Dark Side
Back in 2022, when Jamie Dimon was predicting an economic hurricane, I was one of the few strategists reassuring clients that the US was not at imminent risk of a recession.
BCA Research | Global 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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