Strategy Report
How Love Stories End: US Tech And Chinese Housing
Our Valentine’s Day report is about two love stories: the infatuation with US tech and China’s infatuation with housing. We describe how these love stories will end, and why Europe could be the winner.
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.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.