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Fourth Quarter US Political Outlook 2023

by Matt Gertken, Chief Geopolitical/US Political Strategist  

US fiscal, monetary, and foreign policies are unlikely to deliver any dovish surprises for investors in Q4, due to the impending government shutdown, persistent inflation, and instability among OPEC+ and China.

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BCA Research | US Political Strategy

This strategy is unlike any other financial market research on US politics and policy because we use the geopolitical method, not Beltway conventional wisdom, to analyze risks and opportunities for major equity sectors.  

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