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Today's Pick

Beware Of Alligator Bites: Macro Adjustments Ahead

by Felix-Antoine Vezina-Poirier, Chief Strategist  

BCA’s Emerging Markets strategists recommend selling the US dollar on any near-term rebound while maintaining a neutral EM equity allocation. Foreigners will not finance the US current account deficit to the same extent as in the past (about $1 trillion). As…

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