Has Biden's Approval Bottomed?
公開日
Democrats remain favored for reelection in 2024, which implies gridlock and policy status quo in 2025. That is not negative for stocks in the near term. However, economic, political, and geopolitical risks will escalate from here, causing volatility.
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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