Here, There, And Everywhere Report - March 2025
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Stock market has continued to sell off as investors try to price President Trump’s trade policy, geopolitical volatility, global manufacturing slowdown, and the apparently cavalier attitude by the White House regarding the risk of a recession. At the same time, it is interesting that the USD and Big Tech have taken a beating – two assets that were supposed to be insulated from the risk of a global trade war. So, what is happening?
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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