Market Focus
Democrats Can Shut Down The Government, But Not Yet
Our US Political Strategists give a one-third probability of a federal government shutdown before November. The odds could increase after that. But the market impacts are limited. The source of the disagreement is the enhanced subsidy for health care under…
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BCA Research | Daily Insights
Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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