Publicado en
The US economy is set to enter a recession within the next few months. Stay underweight equities and overweight cash. Look to increase fixed-income duration exposure over the coming months. The euro is likely to strengthen and European stocks should outperform US stocks over the next month or so, but these trends will reverse by the middle of this year.
¿Interesado en el Resumen Ejecutivo de este informe?
Obtenga acceso instantáneo a este Resumen Ejecutivo de BCA Research.
Investigación 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.
- Compartir informe
Compartir Report
Temas
Mantente conectado con BCA
Recibe nuestros últimos eventos y análisis de investigación directamente en tu correo.