Monthly Report
July 2025
In Section I, Doug underscores that the full weight of tariffs has yet to be felt on the US and global economies, against the dangerous backdrop of a softening labor market. In Section II, Jonathan presents the bullish case for the US dollar over the coming year.
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BCA Research | The Bank Credit Analyst
The Bank Credit Analyst has been published continuously since 1949, covering developments in the US and global economy, with a focus on inflation, debt, and policy trends in order to generate investment advice.
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