海外研报

Still See a Soft Landing

We believe that fears of a hard landing remain overdone. Two weeks ago, Ellen wrote that we continue to see data consistent with a soft landing. This week’s data brought

Investment lmplications Of Election and Trump Policies

According to BCA Research's US Equity Strategy service, the stock market outperformance in 2024 thus faris an unusual pattern in election years. The historical data imply that the market wil suffer a spill if investors