Even if Iran tries to revive talks, the US has an irresistible opportunity to dismantle its nuclear program. Tactically, investors should favor Treasuries over the S&P, defensive sectors over cyclicals, energy stocks over cyclicals, and US stocks over European stocks in the near term.
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BCA Research | Geopolitical Strategy
The financial industry’s premier geopolitical research service. We use hard data to calculate scenario probabilities and market impacts for geopolitical risks and opportunities.
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