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The US Consumer Is NOT In Great Shape

by Peter Berezin, Chief Strategist  

Global consumer spending is likely to slow over the coming quarters, culminating in a major economic downturn in late 2024 or early 2025. Investors should maintain benchmark exposure to equities for now but look to turn more defensive by the end of this summer.

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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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