CoreMacro Strategy Report

Tariff Blues

Doug Peta, Head of Essentials Jennifer Lacombe, Editor/Strategist

Tariffs Labor Market Recession-Hard/Soft Landing

Publicado en

21 Apr 2025

The policy-induced decline in consumer confidence has spread to businesses and investors, increasing the probability of a recession even if the administration reverses field on its aggressive tariff measures. We reiterate our defensive asset allocation recommendations.

¿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.

Más información