Strategy Insight
Weekly Screeners: Deep Cyclicals, And Getting Technical
This week we develop two ideas with three screeners. The first identifies deep cyclical sectors that continue to outperform post Liberation Day in the US. We provide two screens to identify equity opportunities for this. Our final screener identifies momentum stocks that are cheap and trending and will benefit from a soft landing.
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BCA Research | Equity Analyzer
Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.
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