Macro Investment Insights & Market Commentary

Upcoming Webcast

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?

Register

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