*Walter Bloomberg(@DeItaone):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.

2026.10.07 10:58

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.