Annual Outlook 2026: Don’t Fight The Trump
On purely macroeconomic terms, the US economy appears to be heading towards a recession. But the whole point of our framework – GeoMacro – is to forecast the interplay between politics, geopolitics, and macro. The White House is taking control of the Fed in 2026 and, together, they will look to re-lever the US consumer.
Interested in reading this report?
To access the full BCA Research report, request a complimentary copy
BCA Research | GeoMacro Strategy
The financial industry’s first Discretionary Macro Investment Strategy.
Topics
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.