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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

So Far, So Good On The Road To 4,500

We remain tactically overweight equities but are preparing to transition to equal weight once the S&P 500 reaches 4,500. Although the index may well peak above our target, we do not expect the rally will last beyond the summer.