Featured Insights
China Versus U.S.: Sell AUD/CAD
Our Global Investment Strategy team recommended this position past June as a means to benefit from potential China downside, and U.S. upside. A weaker yuan and Chinese economy will raise raw material costs to Chinese firms. This will hurt commodity…
Interested in reading the full Daily Insight?
Read the full insight with instant access.
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.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.