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Special Report

Israel At War: Synopsis Of Causes And Effects

by Irene Tunkel, Chief Strategist  

Investors underestimate the likelihood of the war in Israel spilling outside of Gaza, and engulfing wider swaths of the Middle East, endangering energy supplies. Stay overweight Energy and Aerospace & Defense.

BCA Research | US Equity Strategy

The US Equity Strategy, led by Noah Weisberger, advises investors on how macro regimes, fundamentals, and market dynamics shape risk and opportunity across US equities.

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