Strategy Report
Not Immaculate (GeoRisk Update)
The global economy will not enjoy an “immaculate disinflation” but will suffer a very maculate one due to China’s growth slowdown and restrictive monetary policy in the developed world. Investors should stay overweight low-beta assets.
BCA Research | Geopolitical Strategy
GeoMacro Strategy, Geopolitical Strategy, and US Political Strategy.
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