Buy France
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The French stock market has never been so cheap versus the US. And its sharp underperformance on its recent political events is irrational given the CAC 40’s limited exposure to French domestic economics and politics. This provides a great buying opportunity both tactically and for the longer term. Plus: stocks versus bonds approaching a potential consolidation phase.
BCA | CoreMacro
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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