The Stock Market Has Not Yet Discounted A Recession
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According to BCA Research’s Counterpoint Service, the stock market has not yet discounted a recession. Does the 2022 bear market mean that it has already discounted a recession? No, this year’s bear market is entirely due to a collapse in…
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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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