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Strategy Report

Europe Trembles At the Trump Tremor

by Mathieu Savary, Head of FICC  

As Trump’s victory odds rise, the underperformance of European equities deepens. How negative would a global trade war be for European assets?

BCAリサーチ | European Investment Strategy

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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