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GeoMacro Strategy Insight

Making Sense Of Ukraine War Endgame

Published on

Investors are starting to price an end to the conflict in Ukraine as President Trump’s team puts on a full court press with the intention of replicating the successful peace negotiations in the Middle East.

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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