Special Report
2026 Key Views: Strapped To The Mast
Weak, narrowly concentrated job growth in fields that pay poorly bodes ill for the economy, but we enter 2026 recommending benchmark allocations because we are wary of the potential for an AI-driven meltup. Investors should bide their time before turning defensive.
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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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