Strategy Report
Does 2026 = 2000 Or 2021?
2026 has closer parallels with 2021 than with 2000 because an ultra-accommodative Fed can prolong the stock market rally even as a tech capex boom ends. Plus, a new tactical trade is short silver versus gold.
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BCA Research | Counterpoint
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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