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Geopolitics And US Politics, Q4

by Matt Gertken, Chief Geopolitical/US Political Strategist   Jesse Anak Kuri, Strategist   Yushu Ma, Strategist   Max Malakhveitchouk, Research Analyst    Junfei Guo, Research Analyst  

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 Research | Geopolitical Strategy

The financial industry’s premier geopolitical research service. We use hard data to calculate scenario probabilities and market impacts for geopolitical risks and opportunities. 

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