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GeoMacro Strategy Report

Promises Made, Promises Kept

Published on

Trump’s political capital is near its peak. But near-term optimism will give way to a new round of volatility. Contrary to expectations, the USD may benefit.

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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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