Indicator Spotlight
Is That It For US Cyclicals Versus Defensives?
The year-to-date rally in US cyclical stocks has fizzled. After climbing 29% in the first seven months of the year, cyclical equities are down 6.0% since the beginning of August. This drop is happening in the context of a general equity selloff. However,…
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.