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Special Report

US Politics: Dead Even

by Matt Gertken, Chief Geopolitical/US Political Strategist  

Stocks will only get temporary relief from gridlock. Inflation will abate but then remain sticky. US and global policy uncertainty and geopolitical risk will remain historically high.

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.

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