Dangerous Moment For Russia And Putin
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Putin’s position is weakening as Trump backs Ukraine, NATO threatens retaliation, and Ukrainian drones cripple Russian refineries. Moscow’s petty war aims embolden Eastern Europe, raising NATO-Russia confrontation risks. We remain long oil and long European defense stocks.
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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