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S&P Materials Vs. Utilities
The global growth slowdown is last year’s story. The surprise this year would be if global growth picks up on the back of a positive resolution to the U.S./China trade dispute. Our Global Trade Activity Indicator (GTAI) is bottoming. Historically,…
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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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