Research
Is the Phillips Curve Kaput? No, But It Has Changed, Says BCA Sage
The classic trade-off between unemployment and inflation isn’t the same due to the Federal Reserve, in Peter Berezin’s view.
Tag: Peter Berezin
Asset Allocation
Forget US Stocks and Head Overseas, BCA Says
American equities are too costly, and there are better, cheaper prospects elsewhere, per the research outfit.
Risk
Fading Inflation? Here Comes a Wage-Price Spiral, BCA Says
Worker pay will accelerate and move beyond the low-end of the comp ladder, the firm’s Berezin warns.