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Stay Positioned For A Stronger USD
Our models are built on three variables: real rates differentials, junk spreads and commodity prices. For all countries, the variables are statistically highly significant and of the expected signs. These models help us understand in which direction the…
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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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