US Political Strategy
Strategy Insight
Five Tactical Views
Trump, the Fed, the Russo-China bloc, Venezuela, and France are all seeing developments that imply some contrarian tactical views: Long USD, overweight US versus Europe, overweight Europe versus China, and short oil.
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.
Topics
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.