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Chartbook

Sector Chart Pack: Positioning For A Summer Vacation

by Irene Tunkel, Chief Strategist  

Earnings growth should continue to support equity performance this year. However, after blockbuster gains, some profit-taking is likely. We recommend booking profits and increasing exposure to Defensives. 

BCA Research | US Equity Strategy

Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.

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