GeoMacro Outlook

Fourth Quarter Outlook 2021: Biden's Decisive Budget Battles

Matt Gertken, Head of GeoMacro

Publicado en

29 Sep 2021

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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Contenidos

Executive Summary / Insight
Are Pandemic Fears Waning? Yes.
Will Bipartisan Infrastructure Pass? Yes.
Will Partisan Reconciliation Pass? Probably.
Will Reconciliation Be Watered Down? Absolutely.
Will Markets Buy The Rumor, Sell The News? Probably.
Will Biden Reappoint Powell? Maybe Not.
Annual Views Still On Track
Investment Takeaways
Appendix

Fourth Quarter Outlook 2021: Biden's Decisive Budget Battles

The full report and more insights are available to subscribers of BCA's GeoMacro

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Fourth Quarter Outlook 2021: Biden's Decisive Budget Battles

The full report and more insights are available to subscribers of BCA's GeoMacro

Gracias por su solicitud

Lo sentimos, hemos recibido demasiadas solicitudes desde su correo electrónico

BCA | GeoMacro

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