Global Investment Strategy, US Equity Strategy
Special Report
Trump’s Fiscal Doctrine: “Don’t F--- With Medicaid”
Trump’s signature bill is surprising to the upside with budget deficits, as predicted. Some version is guaranteed to pass – but higher bond yields and inflation will weigh on the economy and stock market.
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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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