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Strategy Report

It'll Take More Than The Rich And AI To Keep The Expansion Going

by Doug Peta, Chief Strategist  

While it is not yet time to bet against risk assets, we push back on the increasingly popular ideas that the wealthiest households and/or AI-related capex can keep the expansion going despite the wobbling labor market.

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BCA Research | US Investment Strategy

Insight into the future direction of financial markets

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