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Strategy Report

Macro Investors Are About To Make A Huge Mistake: An Update

by Peter Berezin, Chief Strategist  

A benign disinflation will support equities over the next few quarters. Stocks will fall next year as a recession begins when investors least expect it.

BCA Research | Global Investment Strategy

As BCA Research’s flagship publication, the Global Investment Strategy service provides macro-based investment recommendations across all asset classes, geographies, and time horizons. 

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