As we go to press, the outcome of the US presidential election remains unresolved. BCA Research's Geopolitical Strategy service's base case of a Biden win combined with a GOP Senate may come to pass, and was the most…
Highlights Our base case of a Biden win with a GOP Senate may come to pass. But the US election is not over yet. Trump still has a chance of victory by winning Pennsylvania and one other state. If the vote count does not settle the…
The 14th Five-Year Plan has more strategic importance than in the past decade. Spending on national defense, technological self-sufficiency, public welfare and green energy will likely see substantial increases under the guidelines…
Highlights Chart 1Bond Yields Have Upside In A Blue Sweep Today’s US election has important implications for the near-term path of bond yields. In particular, a “blue sweep” outcome where the Democrats win…
According to BCA Research's Global Investment Strategy service, stocks would likely rise if Trump won and the Democrats took over the Senate. If re-elected, President Trump would block any efforts to raise taxes or tighten…
Joe Biden leads Donald Trump sizably in national polling, suggesting that the latter is likely to lose the popular vote in today’s election. But the US presidency is decided by the electoral college, not the popular vote,…
Your feedback is important to us. Please take our client survey today Highlights Portfolio Strategy An easy Fed, the drubbing in the US dollar, the opening up of the global economy, poor pharma operating metrics and the specter of a…
Highlights A Biden victory with a Republican Senate (28% odds) poses the greatest risk to the global reflation trade. The US is the most susceptible to social unrest of all the developed markets. Europe is stable relative to the US,…
Your feedback is important to us. Please take our client survey today. Highlights A surge in the number of Covid cases worldwide and the failure of the US Congress to forge a stimulus deal has cast doubt on the “reflation trade…