According to BCA Research’s Geopolitical Strategy service, Trump’s agenda is structurally inflationary and would eventually be needed to be discounted by markets, if he wins. Most retail investors – and many…
Investors around Europe and North America are concerned that the stock market is increasingly overbought and vulnerable to exogenous risks. We agree and have good reasons to fear that festering geopolitical risks and the US election…
According to BCA Research’s US Political Strategy service, Biden’s domestic political actions are limited and in combination with the overbought and overpriced US equity market, Biden’s desperation, and the need…
The US Presidential election is eight months away. In this report, we will be looking at what is left of President Biden’s political capital and his room for actions in the next few months which may include market-negative actions…
According to BCA Research’s US Political Strategy service, the Democrats are still favored for reelection due to the resilient economy, but President Biden’s victories on Super Tuesday had not positively affected his…
Democrats are still slightly favored for reelection as the incumbent party is presiding over a growing economy. However, Biden’s strong showing in the primary election is not lifting his popular approval yet, and that is a worrying…
According to BCA Research’s Geopolitical Strategy and The Bank Credit Analyst services, trade policy under a second Trump presidency represents the greatest cyclical risk to investors. In 2018, the Trump administration…
Though there are some positive signals recently for the Democrats, it is still hard for them to close the gap and turn things around. The Republicans are still favored to win the Senate as well as the House in the upcoming election…