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2023 Key Views: Gridlock At Home, Crisis Abroad

by Yushu Ma, Strategist   Matt Gertken, Head of GeoMacro   Jesse Anak Kuri, Strategist   Guy Russell, Associate Vice President  

Investors should maintain a conservative and defensive strategy until recession risks are clearly reduced.

BCAリサーチ | US Political Strategy

A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.

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