From Financial Modeling Prep: 2025-03-04 05:47:21

Amid U.S. policy uncertainty, investors are advised to shift to defensive equities as tariffs loom. BCA Research strategists recommend favoring Health Care over Technology due to growing fiscal and trade concerns.

Key concerns include tariff implementations, fiscal policy uncertainty, potential government shutdown, and geopolitical risks. These factors contribute to a cautious market stance.

BCA Research suggests maintaining a long position in U.S. small caps relative to global small caps. Economic policy uncertainty, spending cuts, tax policies, and geopolitical risks may heighten market volatility.

Investors can track market sector shifts using Financial Modeling Prep’s Sector Historical Overview API. Real-time insights on defensive sector performance can inform tactical adjustments during uncertain economic and policy conditions.



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