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On Hedging The AI Trade
Our clients see gold as the best hedge against an AI unwind. In last week’s poll, 59% of BCA clients chose gold, versus 40% on LinkedIn and 36% on X. Social media respondents leaned more toward bonds: 39% on LinkedIn and 52% on X favored fixed income,…
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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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