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.
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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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