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What Politics Taketh… Politics Giveth Back

by Marko Papic, Chief Strategist   Juan Manuel Correa, Chief Strategist   Artem Sakhbiev, FX Strategist  

In our Alpha report, we explain how to trade the trade war and then conduct a scenario analysis for global asset allocation. The short version is that a policy induced recession has to be traded based on policy, not hard macroeconomic data.

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BCA Research | GeoMacro Strategy

The financial industry’s first Discretionary Macro Investment Strategy.

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