Here, There, And Everywhere Report - July 2025
Published on
We have thrown caution to the wind and gone overweight equities. Why? Three reasons: the Fed is under immense political pressure to pivot, USD has depreciated, and inflation is in check. It is going to be a very difficult job for Fed Chair Powell to ignore the downside risks to both inflation and growth. If he does, he will be accused – correctly – of political bias.
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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