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Global Investment Strategy
MacroQuant

MacroQuant Model Update: Stagflationary Brew

by Peter Berezin, Chief Strategist   Chanhyuck Lee, Senior Analyst   Allen Li, Senior Analyst  
BCA Indicators/Model
Financial Markets
Asset Allocation

MacroQuant sees the risks to US growth as being to the downside and the risks to inflation as being to the upside. Such a stagflationary brew justifies an underweight on stocks.

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Global Investment Strategy, Counterpoint, Emerging Markets Strategy, China Investment Strategy, European Investment Strategy, US Investment Strategy.

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Topics

BCA Indicators/Model
Financial Markets
Asset Allocation

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