Global Investment Strategy

Outlook 2024 Key Views: Here Comes the Kink

By Peter Berezin

Thank you for your interest in BCA Research’s Global Investment Strategy which combines our knowledge of macroeconomics with deep analysis of financial markets in order to help our clients generate alpha.

Global Investment Strategy predicted the surge of inflation in 2021/22 and the immaculate disinflation of 2023. Now our unique framework is predicting a recession in the second half of 2024.

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