BCA Views
BCA House View: Bracing For Recession And Rising Stagflation Risk
BCA’s House View recommends staying underweight stocks versus bonds, even in a stagflationary scenario. The US and global economies are likely to enter a recession this year unless tariffs are swiftly reversed or meaningful fiscal stimulus is enacted. The Fed…
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BCAリサーチ | Daily Insights
Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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