Globalan hour ago

BCA: U.S. TAX HIKES COULD BECOME NEXT BIG STOCK RISK

BCA Research remains bullish on equities, arguing rising bond yields reflect strong growth rather than a reason to turn bearish. The bigger risk, strategist Marko Papic says, is future U.S. tax increases, particularly packages combining multiple hikes. BCA’s historical analysis found 65% of multi-tax packages underperformed, with affected markets lagging MSCI World by roughly 6 percentage points over the following year.

AI Take

Neutral

미래의 미국 증세가 주식시장에 부담으로 작용할 수 있다는 분석입니다. 다만 BCA 리서치는 현재의 국채금리 상승을 성장세의 반영으로 보고 주식에 대해 낙관적 입장을 유지합니다.

#미국 증세#국채금리#주식 위험

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Sources (3)

TelegramWalter Bloomberg19:58
TelegramMarket Feed19:59
X@firstsquawk19:58

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