Charts That Matter: Reading The Market’s Tea Leaves
This report presents our interpretation of signals from the main equity, bond, and currency markets around the world. The key takeaways are: (1) Chinese stocks are behind the resilience of the EM MSCI Index; (2) Investors have become too bullish on Europe and will be disappointed; (3) The US dollar will likely rebound in the near term; (4) US long-term bond yields will be sticky in the short run; (5) The global equity selloff is not over.
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BCA Research | Emerging Markets 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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