Insights
Access expert research, timely insights, and exclusive webcasts to help you make confident, data-driven decisions.
Please join Head of GeoMacro, Matt Gertken along with GeoMacro Strategists Jesse Kuri and Yushu Ma for a Webcast, Midterm Election: The BCA Forecast.
Wednesday, October 14
10:30 AM EDT | 3:30 PM BST | 4:30 PM CEST
Topics to be discussed:
- Will Democrats win the Senate or not? Yes. What happens if they fall short? Nothing!
- How will markets react to different midterm scenarios? A Democratic victory raises odds of a Blue sweep in 2028, and tax hikes in 2029!
- Will the US escalate the war with Iran after the midterm? Yes, but only marginally. Constraints still apply.
- Will President Trump "go abroad" after Congress gets divided? Yes, but mostly to negotiate CEASEFIRES.
- Will Trump slap tariffs on the world in 2027? Yes, though he cannot jeopardize the business cycle. So ... beware retaliation!
- What are the midterm implications for the 2028 election and US policy going forward? How will global policies and markets respond?
Join us for a Webcast introducing BCA Intelligence, our new platform for bringing BCA’s current insight and historical investment thinking into the AI assistants, analytics platforms, and internal systems your team uses.
We’ll discuss:
- What BCA Intelligence is, and how it works
- Why searchable, citation-backed macro insight matters
- How it can support existing research and investment workflows
- Practical use cases that show BCA Intelligence in action
Wednesday, September 30
10:30 AM EDT | 3:30 PM BST | 4:30 PM CEST
Speakers:
Kurt Viehl
Chief Revenue Officer
Shannon Lal
Chief Technology Officer
Mathieu Savary
Head of Fixed Income, Commodities & Currencies
Katia Shtrevensky
Strategist, Geopolitics
We hope you can join us.
P.S. Can’t join us live? Register to receive the recording
