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Special Report

Mamdani, The Supreme Court, And The Midterms

by Matt Gertken, Co-Head of GeoMacro   Jesse Anak Kuri, Strategist   Yushu Ma, Strategist  

US assets should benefit in the short run as investors recognize that US checks and balances still operate – and so does the election cycle. 

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BCA Research | US Political Strategy

A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.

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