Alpha Report
What If We Are Not That Smart?
We revisit our view on the “fiscal gravy train” as well as President Trump’s negotiating style. We re-print parts of our March 2024 net assessment, particularly for the benefit of our new clients who have joined us at BCA Research. Our analysis of President Trump’s first term is our guide into how the White House will negotiate future trade wars and skirmishes.
Interested in the Executive Summary of this report?
Get instant access to this Executive Summary from BCA Research.
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.
Topics
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.