Sorry, you need to enable JavaScript to visit this website.
Skip to main content
Skip to main content
Special Report

The US Consolidates North America

by Jesse Anak Kuri, Strategist   Matt Gertken, Chief Geopolitical/US Political Strategist  

The US and Canada will resolve their trade dispute quickly, leading to a North American deal and better prospects for future relations, as well as for other US trade deals around the world. But even as tariff threats decline, the US economy will slow, weighing on its neighbors. Canada will fare better than Mexico.

Interested in the Executive Summary of this report?

Get instant access to this Executive Summary from BCA Research.

BCA Research | Geopolitical Strategy

Political and geopolitical analysis translated into actionable, probability-weighted market views, helping investors identify mispricing, price risk, and position before consensus catches up.

Stay Connected with BCA

Get our latest events and research insights delivered to your inbox.

The BCA Way

Our Philosophy, Your Edge

Discover More