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GeoMacro Strategy
Alpha Report

What Politics Taketh… Politics Giveth Back

by Marko Papic, Chief GeoMacro Strategist   Juan Correa, Chief Strategist   Artem Sakhbiev, FX Strategist  
Trump's Policies
Trade Policy/Protectionism
Asset Allocation

In our Alpha report, we explain how to trade the trade war and then conduct a scenario analysis for global asset allocation. The short version is that a policy induced recession has to be traded based on policy, not hard macroeconomic data.

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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.

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Topics

Trump's Policies
Trade Policy/Protectionism
Asset Allocation

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