Outlook

Key Views: US Politics In 2024

08 Dec 2023

by Yushu Ma, Associate Editor Max Malakhveitchouk, Research Analyst Matt Gertken, Chief Geopolitical/US Political Strategist Junfei Guo, Research Associate Jesse Anak Kuri, Editor/Strategist

China

Democrats are favored to win the election until recession materializes. But recession risks are high. Investors should adopt a defensive and conservative strategy in 2024 amid extreme US policy uncertainty.

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BCA Research | US Political Strategy

This strategy is unlike any other financial market research on US politics and policy because we use the geopolitical method, not Beltway conventional wisdom, to analyze risks and opportunities for major equity sectors.