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Essentials Daily Insights

Stay Defensive

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BCA Research’s Global Asset Allocation service continues to recommend a defensive portfolio positioning. The US economy is not yet in recession. But forward-looking data point to a slowdown – and Europe is probably already in recession. China is a wild card…

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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.

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