Publicado en
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.
¿Interesado en el Resumen Ejecutivo de este informe?
Obtenga acceso instantáneo a este Resumen Ejecutivo de BCA Research.
Investigación 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.
- Compartir informe
Compartir Report
Temas
Mantente conectado con BCA
Recibe nuestros últimos eventos y análisis de investigación directamente en tu correo.