Strategy Report
The Big Story: The US Economy Is ‘Inverted’
For the first time in at least fifty years, US labour supply is running well below labour demand, meaning the US economy is ‘inverted’. We discuss how and why the economy inverted, and what it means for recession, inflation, and asset allocation. Plus: NVDA is at a consolidation point.
BCA Research | Counterpoint
Global Investment Strategy, Counterpoint, Emerging Markets Strategy, China Investment Strategy, European Investment Strategy, US Investment Strategy.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.