Strategy Outlook
Five Black Swans For 2025
Every year we highlight five low-odds scenarios that would have a major impact on global financial markets if they happened. This year we contemplate a total reversal of Chinese policy, a US-Iran nuclear deal, a breakdown of NATO, US military action across the Americas, and an internationally coordinated FX intervention.
Interested in the Executive Summary of this report?
Get instant access to this Executive Summary from BCA Research.
BCA Research | Geopolitical Strategy
Political and geopolitical analysis translated into actionable, probability-weighted market views, helping investors identify mispricing, price risk, and position before consensus catches up.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.