Special Report

Is The 2024 Election Relevant To Investors?

17 Aug 2023

by Matt Gertken, Chief Geopolitical/US Political Strategist

The next six-to-nine months hold a crucial test of whether the equity market will ratify the soft landing and the Biden administration or not. If so, then markets will rally on policy continuity and likely gridlock. If not, then markets will struggle until the election is over and again in 2025-26.

Interested in reading this report?

To access the full BCA Research report, request a complimentary copy

BCA Research | US Political Strategy

This strategy is unlike any other financial market research on US politics and policy because we use the geopolitical method, not Beltway conventional wisdom, to analyze risks and opportunities for major equity sectors.