We expect “Liberation Day” to mark the presentation of maximalist US demands, framing the opening salvo in a new round of ...

Quarterly TAA Report: Focus On The Macro, Not The Man Trump’s foreign policy has been the focus for investors over the past few months.… ...

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BCA Research is preparing for what we call the ''Tariff Trap," where escalating trade tariffs provoke counter-tariffs and raise the risk of a US recession that would exacerbate weak global growth. But ...

Our tactical framework highlights how financial conditions and economic surprises interact, where growth often sows the seeds of its own demise. Markets price expectations efficiently but lack perfect ...