US Equity Strategy
Special Report
Checking In With The Fed Funds Rate Cycle
With the Fed looming larger on investors’ radar screens, we revisit our fed funds rate cycle analysis. We expect that the current easing-while-already-easy phase will be less rewarding than normal for the S&P 500 because multiples have already expanded to very elevated levels.
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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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