Alpha Report
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.
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BCA Research | GeoMacro Strategy
The first investment framework integrating macroeconomics and geopolitics, led by Marko Papic, focused on the power dynamics that drive markets.
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