US Equity Strategy
Strategy Report
Trump: Budget, Borders, And Gaza
The budget process and debt ceiling will cause stock and bond market volatility. US trade policies will provoke foreign pushback at a time of stretched valuations. Hence US politics and geopolitics will be bullish for US energy, but bearish for the internationally exposed US tech sector.
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BCA Research | US Political 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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