Here, There, Everywhere Chartpack
Here, There, And Everywhere Report - April 2025
The world is focused entirely on the trade war between the US and… well everyone. This is fair given that there has been no greater market catalyst than Liberation Day since the pandemic. However, we continue to stress that the BIG PICTURE for macro investors is the rotation out of the US. A rotation that started well before April 2, despite the understanding of the investment community that some tariff action would be afoot.
BCAリサーチ | GeoMacro 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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