Here, There, and Everywhere Report - August 2026
Published on
We remain tactically bullish due to the combination of geopolitical risks in the Middle East easing and the ramping up of the AI boom. In this month’s chartpack, we articulate the reasoning behind both sanguine views.
BCA Research | 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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