Strategy Report

Rising Risk Of A Second Inflation Wave

17 Feb 2023

by Peter Berezin, Chief Strategist

The risk of a recession in 2023 is being supplanted by the risk of another inflation wave. We will turn more defensive on equities if it continues to look like inflation is making a comeback.

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