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Strategy Insight

Marko's Hot Off The Market: Regime Change Vs. Regime Calibration

by Marko Papic, Chief GeoMacro Strategist  

Since our Saturday missive, there have been several developments in the ongoing conflict between Iran and the US-Israel coalition. 

BCA Research | GeoMacro 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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