Strategy Report
Worse Than Your Run-Of-The-Mill Tax
Hard aggregate macro data series remain solid, but surveys of businesses and consumers continue to worsen and the list of consumer-facing companies lowering earnings estimates gets longer by the week. We believe surging equities are ignoring the adverse effects of tariffs and reiterate our defensive asset allocation recommendations.
Interested in the Executive Summary of this report?
Get instant access to this Executive Summary from BCA Research.
BCA Research | US Investment Strategy
Insight into the future direction of financial markets
Topics
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.