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基軸マクロ Strategy Report

Three Scenarios In Which The US Can Avoid A Recession

公開日

Although not our base case, there is a path for the US economy to avoid a recession over the next few years. We see the risks to stocks as tilted to the upside in the near term but to the downside over a 12-month horizon.

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.

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