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基軸マクロ Strategy Report

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

公開日

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 | 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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