Today's Pick
Buy European Everything… And Bitcoin
Our Counterpoint strategists overweigh Europe versus the US across both equities and bonds, and are structurally long bitcoin. Trump’s tariffs are deflationary for the world and inflationary for the US, prompting a sharp shift in global asset preferences…
Interested in reading the full Daily Insight?
Read the full insight with instant access.
BCA Research | Daily Insights
Base-level subscription for all clients. Includes Bank Credit Analyst, BCA Live (formerly BCA Live & Unfiltered), and BCA Daily Insights.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.