Strategy Report
Why The World’s Fate Hangs On 2.5 Million Older Americans
The greater risk to the world economy in 2026-27 is not that a recession triggers a market crash, but that a market crash triggers a recession. This is because a market crash will destroy the wealth that is funding the crucial marginal spending of 2.5 million excess American retirees. Plus, a new tactical trade is: Overweight Switzerland (SMI) versus UK (FTSE 100).
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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.
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