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GeoMacro Strategy Report

Can Trump Avoid Recession? What About Stagflation?

Published on

President Trump may not avoid recession. If he does, he faces stagflation, given tariffs, counter-tariff stimulus, and the missing ingredient: an oil price spike. 

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BCA Research | GeoMacro

A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.

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