Here, There, Everywhere Chartpack
Here, There, And Everywhere Report - November 2024
The month of November has brought us S&P 6,000! President Trump has won a “Red Sweep” (as we expected all year) and has ushered in a regime change in America. For now, we are open to chasing momentum. However, the biggest risk to the market are bond yields, which should rise as investors start to price President Trump’s policies and their impact on deficits.
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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