A Game of Tug of War: Demand-Driven Economics May Lead to a New Economic Regime
July 15, 2021 at 14:13 PM EDT
By: BCM Investment Team In the first quarter we reflected on the amazing dichotomy between Q1 2020 and Q1 2021, and yet, despite the rapid changes we have seen in the past 18 months, we might dare refer to Q2 2021 as “predictable”. Many of the major trends we mentioned last quarter remain firmly in...