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GeoMacro Strategy Outlook

A Short Geopolitical Outlook For 2026

Matt Gertken, Head of GeoMacro Jesse Kuri, Strategist Yushu Ma, Strategist Max Malakhveitchouk, Senior Analyst Junfei Guo, Research Analyst
Geopolitics Policy
Published on

2026 will see geopolitical risk move sideways globally as the US pursues a ceasefire in the proxy war with Russia and a tariff truce with China ahead of midterm elections that will produce gridlock.

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BCA | GeoMacro

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

Geopolitics
Policy

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