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Recession? What About Stock Prices?
In the 60 years covered by our equilibrium fed funds rate estimate, recessions have only occurred when the funds rate has exceeded our estimate of equilibrium. S&P 500 performance across the four phases of the fed funds rate cycle reveals that it…
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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.
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