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GeoMacro Strategy Insight

The Real Meaning Of The Midterms

Matt Gertken, Head of GeoMacro Marko Papic, Chief Investment Strategist & Head of GeoMacro
Elections Trump's Policies US
Published on

US institutions are prevailing over an unorthodox personality, implying policy adjustment and a decent backdrop for equity markets. But the Iran war is an immediate and acute risk to the global macro and market outlook.

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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

Elections
Trump's Policies
US

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