Monthly Report
The Expansion Remains Intact
In Section I, Doug recommends cutting US equity exposure in favor of Europe as reduced recession odds make it unlikely that the US will draw safe-haven capital flows. In Section II, Jesse ranks middle economic powers across hard and soft power dimensions and recommends investing in their defense and industrial sectors.
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The Bank Credit Analyst has been published continuously since 1949, covering developments in the US and global economy, with a focus on inflation, debt, and policy trends in order to generate investment advice.
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