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GeoMacro Strategy Insight

Political Flux During Biden’s “Lame Duck” Months

Published on

The flurry of global political instability that we expected after the US election is coming to pass. Investors should de-risk in the near term as stocks are flying high but face the turmoil of Biden's last months and then Trump tariffs.

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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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