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GeoMacro Strategy Outlook

Geopolitics And US Politics, Q4

Matt Gertken, Head of GeoMacro Jesse Kuri, Strategist Yushu Ma, Strategist Max Malakhveitchouk, Senior Analyst Junfei Guo, Research Analyst
Diplomacy/Foreign Relations Russia China Stimulus
Published on

Rising Russia-NATO risks, tactical oil/gold trades, tougher sanctions on Russia (maybe China), China stimulus with ~5% growth target, and US checks on Trump’s ambitions will define Q4. 

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BCA | 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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Topics

Diplomacy/Foreign Relations
Russia

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