Strategy Insight
Oil Is Rising As Geopolitical Plot Thickens
The outgoing Biden administration has launched a slew of macro-relevant executive orders and regulatory actions. The one with immediate macro implications are the sanctions against Russian oil traders and its “dark fleet” of oil tankers.
BCAリサーチ | GeoMacro Strategy
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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