Midterm Election: The BCA Forecast

Please join Head of GeoMacro, Matt Gertken along with GeoMacro Strategist Jesse Kuri for a Webcast, Midterm Election: The BCA Forecast.

Topics 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?