Here, There, Everywhere Chartpack
Here, There, And Everywhere Report - December 2024
This month, our Here, There, And Everywhere Chartpack summarizes our main thesis for 2025: the three main narratives driving markets today – fiscal profligacy, trade war, and geopolitical conflict – will peak at some point in 2025.
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BCA Research | GeoMacro Strategy
The first investment framework integrating macroeconomics and geopolitics, led by Marko Papic, focused on the power dynamics that drive markets.
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