Strategy Report
Global Recession Risk Remains Contained, For Now
While the Middle East conflict’s inflationary impact is likely to persist, US recession risk is contained whereas non-US recession risk is more elevated. We discuss what this means for investment strategy. Plus, a new tactical trade is to underweight Utilities.
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BCA Research | Counterpoint
BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
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