Today's Pick
Assessing Trump’s Political Capital
Our US Political Strategy team recommends staying long the US dollar, as Trump’s peak political capital drives near-term policy volatility and renewed support for US assets. Market optimism is underpinned by AI enthusiasm and the prospect of Fed easing,…
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BCA Research | Daily Insights
Concise daily macro briefings that cut through market noise, helping clients stay informed and speak credibly on markets.
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