Insights
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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?
