Geopolitical Strategy
Beta Report
Japan: Hawkish Foreign Policy, Dovish Fiscal
Over the next few months, Japan’s new government will ease fiscal policy, which will improve domestic demand on the margin. Monetary policy may tighten further in the short run but not too much over the long run. The geopolitical setting drives Japan into accommodative economic policy.
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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