The Economy Must Shut For 24 Weeks

02 Apr 2020

by Dhaval Joshi, Chief Strategist

BCA Research | European 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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Contents

Executive Summary / Insight
It’s A Biological Crisis
The Crucial Metric Is Not Mortality, It Is Morbidity
If The Economy Reopens Too Soon The Pandemic Will Reignite
Implications For The Financial Markets
Fractal Trading System*
Footnotes
Closed Trades
Currency & Bond
Equity Sector
Country Equity
Bond Yields
Interest Rate

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Topics covered

Asset Allocation Bubbles/Crises/Manias Disasters/Disease Economy Financial Markets Developed Countries Euro Area Europe Gov Sovereigns/Treasurys Equities Fixed Income

The Economy Must Shut For 24 Weeks

The full report and more insights are available to subscribers of BCA Research's European Investment Strategy

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The Economy Must Shut For 24 Weeks

The full report and more insights are available to subscribers of BCA Research's European Investment Strategy

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