Financial Sense recently spoke with Caroline Miller, Senior Vice President and Global Strategist at BCA Research, one of the world’s leading providers of investment analysis and forecasts, to discuss the details of her recent webcast, Global Reflation: Where Next for Policy, Profits, and Prices?
As Caroline explained to FS Insider last week, given the current trends underway, BCA believes that the US business cycle has another year left before a possible recession around the 2019 timeframe, preceded by a potential market peak next year, as monetary conditions edge into ‘overly restrictive’ territory from their presently accommodative levels. Caroline also outlined their current investment strategy and weightings on global equities, bonds, and other asset classes, while also commenting on signs of froth in commercial real estate and the dangerous levels of corporate debt.
Here are some key sections and charts from that conversation.
Ultra-Easy Money No Longer Required
This post was published at FinancialSense on 07/26/2017.