Our Best And Worst Calls Of 2025

05 Dec 2025

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

Geopolitics

Policy

War/Conflict

We got Trump's tariff shock and backtracking correct and predicted Israel's attack on Iran. But we missed the China rally — and there is still no Ukraine ceasefire.

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BCA Research | Geopolitical Strategy

The financial industry’s premier geopolitical research service. We use hard data to calculate scenario probabilities and market impacts for geopolitical risks and opportunities.