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BCA Insights

BCA Research’s mission is to shape the level of conviction with which our clients make investment decisions. One way we do this is by delivering forecasts and leading-edge analysis of all the major asset classes and economies. Gain insight into our independent global macro research through these complimentary reports

IS China In A Liquidity Trap?

Chinese stocks and the yuan will continue drifting lower. Continue receiving 10-year swap rates in China. There is potential for a further decline in commodity prices, EM risk assets and global cyclicals. Stay put.