In the recently held Polish general elections, the ruling Law & Justice Party (PiS) lost power. Chances are that a coalition led by the Civic Platform party will form a government next month. The new coalition ran on a pro…
US and Chinese oil-demand strength will offset EU weakness next year. Incremental supply growth from non-OPEC 2.0 producers, coupled with a lower risk of the US enforcing its sanctions on Iranian oil exports, reduces our 2024 Brent…
Amid a range of geopolitical narratives, what matters is that the US strategy of economic engagement with its rivals is failing, giving rise to a new strategy of containment that will reinforce the secular rise in geopolitical risk.…
Investors should not get their hopes up about this week’s US-China summit. Chinese President Xi Jinping and US President Joe Biden will meet on the sidelines of the Asia Pacific Economic Cooperation (APEC) summit in San…
According to BCA Research’s US Political Strategy service, the results of the 2023 off-year elections are positive marginally for the equity market according to the team's “Golden Rule of the 2024 Election,…
Results from Tuesday’s elections suggest that the Democrats are doing better than what their 2024 polling are showing. While the results are marginally positive for equities, investors should not overrate this off-year election,…
According to BCA Research's Geopolitical Strategy service, investors should reduce risk, increase allocation to safe havens, and brace for oil price volatility and supply disruptions stemming from the Middle East over the…