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Strategy Insight

Red Light, Green Light: The Hormuz Version

by Marko Papic, Chief GeoMacro Strategist  

Red Light. Green Light. So much for the “all clear” in the Hormuz saga. 

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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