US Recession Or AI Bubble Bursting? Let The Bigger Risk Set Your Strategy
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Investors should worry much less about a US or global recession than they should worry about the bubble in anything AI-related. This means staying overweight bonds and the JPY, underweight US tech and quasi-tech, and underweight the US. Plus: SGD/USD is vulnerable to reversal, while copper versus gold can rebound.
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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