Strategy Insight
Peter Berezin’s Thoughts Of The Day: Move Over Trade War, There May Be A Bigger Risk Lurking Around The Corner
Rising bond yields may present an even greater danger to the global economy than the trade war. With equity valuations no longer discounting much economic risk, investors should position themselves defensively.
BCA Research | Global Investment Strategy
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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