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Still The Bigliest Tariffs Since The 1930s

by Peter Berezin, Chief Strategist  

Barring a dramatic further de-escalation of the trade war, the US and much of the rest of the world will enter a recession over the next few months. Investors should remain defensively positioned for now.

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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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