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MacroQuant Model Update: Recessions Are Like Death

by Peter Berezin, Chief Strategist   Chanhyuck Lee, Senior Analyst   Allen Li, Research Analyst   Ayaan Sohhel, Research Associate  

MacroQuant sees downside risks to stocks over a long-term horizon but is not yet saying that we are at imminent risk of an equity bear market.

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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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