Strategy Insight
Trump Tariffs And The Outlook For US Equities
Equities will find a bottom when the full effects of tariffs on earnings and economic growth are priced in. The bottom of the market appears a long way away, and the S&P 500 may end up as low as 4,300, barring any reversals in trade policy that could undo the damage.
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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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