MacroQuant Model Update: Is This Time Different?
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Despite the recent easing in financial conditions and hopes around Chinese stimulus, MacroQuant sees a heightened risk that the US will fall into a recession over the next 12 months. As such, it recommends an underweight to stocks, counterbalanced by an overweight to bonds.
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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