US Political Strategy
Strategy Outlook
Our Best And Worst Calls Of 2025
We got Trump's tariff shock and backtracking correct and predicted Israel's attack on Iran. But we missed the China rally — and there is still no Ukraine ceasefire.
Interested in the Executive Summary of this report?
Get instant access to this Executive Summary from BCA Research.
BCA Research | Geopolitical 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.
Topics
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.