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The Latest Breaking News from BCA Research

JD Vance may be right and wrong about the Suez Canal and Europe

Attacks on tankers or, worse, a wider conflict in the Arabian Peninsula, could spur stagflation.

Fortune

The AI revolution is coming. Invest in $10,000 handbags

Analysis shows LVMH, Dior, Hermès and Gucci owner Kering have consistently outperformed Amazon, Google and Apple

The Guardian - UK

The strategist who called a recession after the regional banking crisis says it already happened and nobody noticed

The catch is it's global. The heated debate about a U.S. recession is a moot point. The much bigger story is that a typical world recession has likely already started."

Fortune

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These S&P 500 Stocks Have A $1 Trillion Government Tailwind; Can Industrial Stocks Like Caterpillar, Freeport-McMoRan Buck A Recession?

Strong recent performances by S&P 500 stocks Caterpillar and Freeport McMoRan reveal several drivers propelling the industrial economy.

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