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Geopolitical Outlook For Q3, 2026

by Matt Gertken, Co-Head of GeoMacro  

Geopolitical risk may rotate to Russia/Ukraine in Q3, while the Middle East could reignite in Q4. 

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BCA Research | Geopolitical Strategy

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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